Gratus Wealth Advisors’s PTC PTC Stock Holding History

Gratus Wealth Advisors’s Portfolio PTC Stock Details PTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$483K	Hold
2025 Q1	$434K	Sell
2024 Q4	$546K	Hold
2024 Q3	$527K	Hold
2024 Q2	$522K	Sell
2024 Q1	$552K	Hold
2023 Q4	$550K	Buy