HB Wealth 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 | $512K | Buy |
2,970
+626
| +27% | +$108K | ﹤0.01% | 722 |
|
|
2025
Q1 | $363K | Buy |
2,344
+179
| +8% | +$27.7K | ﹤0.01% | 870 |
|
|
2024
Q4 | $398K | Buy |
2,165
+194
| +10% | +$35.7K | ﹤0.01% | 696 |
|
|
2024
Q3 | $356K | Buy |
1,971
+357
| +22% | +$64.5K | ﹤0.01% | 697 |
|
|
2024
Q2 | $293K | Buy |
1,614
+118
| +8% | +$21.4K | ﹤0.01% | 708 |
|
|
2024
Q1 | $283K | Buy |
1,496
+54
| +4% | +$10.2K | ﹤0.01% | 675 |
|
|
2023
Q4 | $252K | Buy |
+1,442
| New | +$252K | ﹤0.01% | 669 |
|