Jones Financial Companies’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $330K | Buy |
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|
2025
Q2 | $235K | Buy |
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|
2025
Q1 | $148K | Buy |
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|
2024
Q4 | $84.4K | Buy |
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|
2024
Q3 | $6.74K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.51K | Hold |
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|
2023
Q4 | $1.4K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $4K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $12K | Hold |
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|
2013
Q2 | $11K | Buy |
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