GWA
Gratus Wealth Advisors’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Hold |
2,802
| – | – | 0.07% | 92 |
|
|
2025
Q1 | $434K | Sell |
2,802
-168
| -6% | -$26K | 0.07% | 96 |
|
|
2024
Q4 | $546K | Hold |
2,970
| – | – | 0.09% | 87 |
|
|
2024
Q3 | $527K | Hold |
2,970
| – | – | 0.09% | 89 |
|
|
2024
Q2 | $522K | Sell |
2,970
-171
| -5% | -$30.1K | 0.09% | 90 |
|
|
2024
Q1 | $552K | Hold |
3,141
| – | – | 0.1% | 85 |
|
|
2023
Q4 | $550K | Buy |
+3,141
| New | +$550K | 0.11% | 80 |
|