IFP Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $48.4K | Sell |
340
-97
| -22% | -$15.3K | ﹤0.01% | 2261 |
|
|
2025
Q4 | $76.1K | Buy |
437
+328
| +301% | +$61K | ﹤0.01% | 1962 |
|
|
2025
Q3 | $22.1K | Sell |
109
-20
| -16% | -$4.08K | ﹤0.01% | 2525 |
|
|
2025
Q2 | $22.2K | Buy |
129
+64
| +98% | +$10.3K | ﹤0.01% | 2489 |
|
|
2025
Q1 | $13.2K | Buy |
65
+19
| +41% | +$3.27K | ﹤0.01% | 2473 |
|
|
2024
Q4 | $12.1K | Sell |
46
-15
| -25% | -$2.84K | ﹤0.01% | 2456 |
|
|
2024
Q3 | $11K | Buy |
61
+4
| +7% | +$703 | ﹤0.01% | 2384 |
|
|
2024
Q2 | $10.4K | Sell |
57
-41
| -42% | -$7.34K | ﹤0.01% | 2332 |
|
|
2024
Q1 | $18.5K | Buy |
98
+10
| +11% | +$1.8K | ﹤0.01% | 2001 |
|
|
2023
Q4 | $15.4K | Buy |
88
+2
| +2% | +$307 | ﹤0.01% | 2019 |
|
|
2023
Q3 | $12.2K | Hold |
86
| – | – | ﹤0.01% | 2166 |
|
|
2023
Q2 | $12.2K | Hold |
86
| – | – | ﹤0.01% | 2227 |
|
|
2023
Q1 | $7.49K | Sell |
86
-30
| -26% | -$3.81K | ﹤0.01% | 2408 |
|
|
2022
Q4 | $13K | Sell |
116
-27
| -19% | -$3.23K | ﹤0.01% | 3221 |
|
|
2022
Q3 | $13K | Buy |
143
+21
| +17% | +$2.4K | ﹤0.01% | 3462 |
|
|
2022
Q2 | $11K | Hold |
122
| – | – | ﹤0.01% | 3344 |
|
|
2022
Q1 | $11K | Buy |
122
+28
| +30% | +$3.15K | ﹤0.01% | 3343 |
|
|
2021
Q4 | $11K | Buy |
94
+10
| +12% | +$1.21K | ﹤0.01% | 2191 |
|
|
2021
Q3 | $10K | Buy |
84
+48
| +133% | +$6.4K | ﹤0.01% | 2286 |
|
|
2021
Q2 | $5K | Buy |
36
+2
| +6% | +$273 | ﹤0.01% | 2481 |
|
|
2021
Q1 | $5K | Hold |
34
| – | – | ﹤0.01% | 2423 |
|
|
2020
Q4 | $4K | Hold |
34
| – | – | ﹤0.01% | 2421 |
|
|
2020
Q3 | $3K | Buy |
34
+21
| +162% | +$1.79K | ﹤0.01% | 2384 |
|
|
2020
Q2 | $1K | Buy |
+13
| New | +$921 | ﹤0.01% | 2586 |
|
|
2019
Q4 | – | Sell |
-50
| Closed | -$3.56K | – | 3062 |
|
|
2019
Q3 | $3K | Buy |
+50
| New | +$3.65K | ﹤0.01% | 2568 |
|
|
2019
Q1 | $2K | Sell |
19
-131
| -87% | -$11.6K | ﹤0.01% | 2106 |
|
|
2018
Q4 | $12K | Sell |
150
-331
| -69% | -$29.1K | ﹤0.01% | 2422 |
|
|
2018
Q3 | $51K | Sell |
481
-635
| -57% | -$62.1K | ﹤0.01% | 1888 |
|
|
2018
Q2 | $105K | Sell |
1,116
-799
| -42% | -$69.1K | ﹤0.01% | 1451 |
|
|
2018
Q1 | $116K | Hold |
1,915
| – | – | 0.01% | 1299 |
|
|
2017
Q4 | $116K | Sell |
1,915
-476
| -20% | -$29.6K | 0.01% | 1308 |
|
|
2017
Q3 | $135K | Sell |
2,391
-1,052
| -31% | -$58.3K | 0.01% | 1377 |
|
|
2017
Q2 | $190K | Buy |
3,443
+2,800
| +435% | +$154K | 0.01% | 1156 |
|
|
2017
Q1 | $34K | Buy |
643
+323
| +101% | +$17.1K | ﹤0.01% | 2170 |
|
|
2016
Q4 | $15K | Buy |
320
+174
| +119% | +$8.13K | ﹤0.01% | 2665 |
|
|
2016
Q3 | $6K | Buy |
146
+110
| +306% | +$4.56K | ﹤0.01% | 3144 |
|
|
2016
Q2 | $1K | Buy |
36
+17
| +89% | +$609 | ﹤0.01% | 3659 |
|
|
2016
Q1 | $2K | Sell |
19
-142
| -88% | -$4.38K | ﹤0.01% | 2104 |
|
|
2015
Q4 | $6K | Buy |
+161
| New | +$5.64K | ﹤0.01% | 2874 |
|
Other funds holding PTC
VCM
VPM
IFP Advisors's PTC Position: Q1 2026 in Review
IFP Advisors reduced its PTC (PTC) stake by 22% in Q1 2026, selling an estimated $15.3K and leaving 340 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2261.
IFP Advisors first reported a position in PTC in Q4 2015 and has held it in 39 quarters since. The position peaked at $190K in Q2 2017. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.
- IFP Advisors held 340 shares of PTC worth $48.4K as of Q1 2026.
- IFP Advisors sold 97 PTC shares in Q1 2026, an estimated $15.3K.
- PTC made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2261 holding.
- IFP Advisors first reported a position in PTC in Q4 2015 and has held it in 39 quarters since.
- IFP Advisors's PTC position peaked at $190K in Q2 2017.
- 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.
Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.