Independent Family Office’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Sell |
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|
2025
Q1 | $19.5M | Sell |
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|
2024
Q4 | $24.1M | Sell |
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|
2024
Q3 | $25.2M | Sell |
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|
2024
Q2 | $26M | Buy |
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|
2024
Q1 | $24.7M | Sell |
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|
2023
Q4 | $25.9M | Hold |
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|
2023
Q3 | $21M | Hold |
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|
2023
Q2 | $21.1M | Sell |
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|
2023
Q1 | $26.3M | Hold |
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|
2022
Q4 | $24.6M | Sell |
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|
2022
Q3 | $24M | Buy |
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|
2022
Q2 | $1.5K | Sell |
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|
2022
Q1 | $2.53M | Buy |
|