Crewe Advisors’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 | $66.4K | Sell |
|
|||||
|
2025
Q1 | $68.2K | Hold |
|
|||||
|
2024
Q4 | $80.9K | Sell |
|
|||||
|
2024
Q3 | $85.6K | Buy |
|
|||||
|
2024
Q2 | $85.2K | Sell |
|
|||||
|
2024
Q1 | $94.3K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $89.6K | Buy |
|
|||||
|
2023
Q1 | $75K | Sell |
|
|||||
|
2022
Q4 | $93.6K | Hold |
|
|||||
|
2022
Q3 | $82K | Sell |
|
|||||
|
2022
Q2 | $95K | Buy |
|
|||||
|
2022
Q1 | $83K | Buy |
|
|||||
|
2021
Q4 | $35K | Buy |
|