Congress Wealth Management’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Buy |
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|
2025
Q1 | $4.31M | Sell |
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|
2024
Q4 | $17.3M | Buy |
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|
2024
Q3 | $16.7M | Buy |
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|
2024
Q2 | $3.54M | Buy |
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|
2024
Q1 | $3.3M | Buy |
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|
2023
Q4 | $2.91M | Buy |
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|
2023
Q3 | $2.31M | Buy |
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|
2023
Q2 | $2.11M | Buy |
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|
2023
Q1 | $1.83M | Buy |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $941K | Buy |
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|
2021
Q4 | $881K | Buy |
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