Farther Finance Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
2,798
-79
| -3% | -$13.6K | 0.01% | 919 |
|
|
2025
Q1 | $449K | Sell |
2,877
-317
| -10% | -$49.5K | 0.01% | 830 |
|
|
2024
Q4 | $587K | Sell |
3,194
-41
| -1% | -$7.54K | 0.02% | 531 |
|
|
2024
Q3 | $584K | Sell |
3,235
-1,007
| -24% | -$182K | 0.02% | 531 |
|
|
2024
Q2 | $768K | Buy |
4,242
+2,626
| +163% | +$475K | 0.04% | 360 |
|
|
2024
Q1 | $304K | Buy |
1,616
+15
| +0.9% | +$2.82K | 0.02% | 542 |
|
|
2023
Q4 | $280K | Buy |
1,601
+1,573
| +5,618% | +$275K | 0.02% | 470 |
|
|
2023
Q3 | $3.97K | Buy |
28
+1
| +4% | +$142 | ﹤0.01% | 1592 |
|
|
2023
Q2 | $3.84K | Hold |
27
| – | – | ﹤0.01% | 1527 |
|
|
2023
Q1 | $3.46K | Hold |
27
| – | – | ﹤0.01% | 1447 |
|
|
2022
Q4 | $3.24K | Buy |
+27
| New | +$3.24K | ﹤0.01% | 1294 |
|