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