Diversify Wealth Management’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
7,326
+1,633
| +29% | +$334K | 0.09% | 210 |
|
|
2025
Q1 | $875K | Buy |
5,693
+1,087
| +24% | +$167K | 0.07% | 262 |
|
|
2024
Q4 | $840K | Buy |
4,606
+1,337
| +41% | +$244K | 0.07% | 246 |
|
|
2024
Q3 | $600K | Buy |
3,269
+347
| +12% | +$63.7K | 0.06% | 280 |
|
|
2024
Q2 | $491K | Buy |
+2,922
| New | +$491K | 0.06% | 277 |
|