Congress Wealth Management’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Buy |
28,797
+1,013
| +4% | +$175K | 0.05% | 385 |
|
|
2025
Q1 | $4.31M | Sell |
27,784
-66,135
| -70% | -$10.2M | 0.05% | 351 |
|
|
2024
Q4 | $17.3M | Buy |
93,919
+1,316
| +1% | +$242K | 0.24% | 123 |
|
|
2024
Q3 | $16.7M | Buy |
92,603
+73,131
| +376% | +$13.2M | 0.22% | 133 |
|
|
2024
Q2 | $3.54M | Buy |
19,472
+1,985
| +11% | +$361K | 0.06% | 290 |
|
|
2024
Q1 | $3.3M | Buy |
17,487
+864
| +5% | +$163K | 0.06% | 266 |
|
|
2023
Q4 | $2.91M | Buy |
16,623
+313
| +2% | +$54.8K | 0.05% | 277 |
|
|
2023
Q3 | $2.31M | Buy |
16,310
+1,503
| +10% | +$213K | 0.05% | 286 |
|
|
2023
Q2 | $2.11M | Buy |
14,807
+571
| +4% | +$81.3K | 0.05% | 252 |
|
|
2023
Q1 | $1.83M | Buy |
14,236
+1,254
| +10% | +$161K | 0.04% | 277 |
|
|
2022
Q4 | $1.56M | Buy |
12,982
+1,408
| +12% | +$169K | 0.04% | 289 |
|
|
2022
Q3 | $1.21M | Buy |
11,574
+1,985
| +21% | +$208K | 0.03% | 319 |
|
|
2022
Q2 | $1.02M | Buy |
9,589
+857
| +10% | +$91.2K | 0.03% | 333 |
|
|
2022
Q1 | $941K | Buy |
8,732
+1,461
| +20% | +$157K | 0.02% | 359 |
|
|
2021
Q4 | $881K | Buy |
+7,271
| New | +$881K | 0.02% | 383 |
|