Clearstead Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.2K | Sell |
240
-168
| -41% | -$26.6K | ﹤0.01% | 1350 |
|
|
2025
Q4 | $71.1K | Buy |
408
+316
| +343% | +$58.7K | ﹤0.01% | 1245 |
|
|
2025
Q3 | $18.7K | Hold |
92
| – | – | ﹤0.01% | 1670 |
|
|
2025
Q2 | $15.9K | Buy |
92
+72
| +360% | +$11.6K | ﹤0.01% | 1724 |
|
|
2025
Q1 | $3.1K | Hold |
20
| – | – | ﹤0.01% | 1824 |
|
|
2024
Q4 | $3.68K | Sell |
20
-315
| -94% | -$59.7K | ﹤0.01% | 1772 |
|
|
2024
Q3 | $60.5K | Hold |
335
| – | – | ﹤0.01% | 1161 |
|
|
2024
Q2 | $60.9K | Sell |
335
-155
| -32% | -$27.7K | ﹤0.01% | 1121 |
|
|
2024
Q1 | $87.8K | Buy |
490
+70
| +17% | +$12.6K | ﹤0.01% | 632 |
|
|
2023
Q4 | $73.5K | Sell |
420
-290
| -41% | -$44.5K | ﹤0.01% | 657 |
|
|
2023
Q3 | $101K | Buy |
710
+180
| +34% | +$25.7K | ﹤0.01% | 723 |
|
|
2023
Q2 | $75.4K | Buy |
530
+510
| +2,550% | +$67.6K | ﹤0.01% | 635 |
|
|
2023
Q1 | $2.56K | Sell |
20
-37
| -65% | -$4.71K | ﹤0.01% | 1100 |
|
|
2022
Q4 | $6.84K | Hold |
57
| – | – | ﹤0.01% | 950 |
|
|
2022
Q3 | $6K | Hold |
57
| – | – | ﹤0.01% | 957 |
|
|
2022
Q2 | $6K | Buy |
57
+37
| +185% | +$3.99K | ﹤0.01% | 986 |
|
|
2022
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 1228 |
|
|
2021
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 1128 |
|
|
2021
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 1145 |
|
|
2021
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 978 |
|
|
2021
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 929 |
|
|
2020
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 896 |
|
|
2020
Q3 | $2K | Buy |
+20
| New | +$1.7K | ﹤0.01% | 822 |
|
Other funds holding PTC
VCM
VPM
