Creative Planning’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.96M | Buy |
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|
2025
Q2 | $2.47M | Buy |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $907K | Sell |
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|
2024
Q2 | $942K | Buy |
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|
2024
Q1 | $813K | Buy |
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|
2023
Q4 | $689K | Buy |
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|
2023
Q3 | $496K | Buy |
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|
2023
Q2 | $498K | Sell |
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|
2023
Q1 | $450K | Buy |
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|
2022
Q4 | $396K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $253K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $60K | Sell |
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|
2017
Q1 | $60K | Buy |
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|
2016
Q4 | $47K | Buy |
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|
2016
Q3 | $22K | Buy |
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|
2016
Q2 | $17K | Hold |
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|
2016
Q1 | $15K | Hold |
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|
2015
Q4 | $15K | Hold |
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|
2015
Q3 | $14K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $8K | Sell |
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|
2014
Q4 | $36K | Buy |
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|
2014
Q3 | $9K | Hold |
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|
2014
Q2 | $9K | Hold |
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|
2014
Q1 | $8K | Sell |
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|
2013
Q4 | $14K | Buy |
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|
2013
Q3 | $8K | Sell |
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|
2013
Q2 | $7K | Buy |
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