GeoWealth Management’s PTC PTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$18.3K	Buy	+106	New	+$18.3K	﹤0.01%	1072
2025 Q1	–	Sell	-108	Closed	-$19.9K	–	1634
2024 Q4	$19.9K	Sell	108 -20	-16%	-$3.68K	﹤0.01%	1378
2024 Q3	$23.1K	Buy	+128	New	+$23.1K	﹤0.01%	1253