Icon Wealth Advisors’s PTC PTC Stock Holding History

Icon 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	$103K	Buy
2025 Q1	–	Sell
2024 Q4	$110K	Sell
2024 Q3	$108K	Sell
2024 Q2	$107K	Sell
2024 Q1	$114K	Sell
2023 Q4	$108K	Buy