Jones Financial Companies’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
1,387
+429
| +45% | +$72.7K | ﹤0.01% | 1596 |
|
|
2025
Q1 | $148K | Buy |
958
+499
| +109% | +$77.2K | ﹤0.01% | 1615 |
|
|
2024
Q4 | $84.4K | Buy |
459
+422
| +1,141% | +$77.6K | ﹤0.01% | 1682 |
|
|
2024
Q3 | $6.74K | Buy |
+37
| New | +$6.74K | ﹤0.01% | 2361 |
|
|
2024
Q2 | – | Sell |
-8
| Closed | -$1.51K | – | 2441 |
|
|
2024
Q1 | $1.51K | Hold |
8
| – | – | ﹤0.01% | 1280 |
|
|
2023
Q4 | $1.4K | Buy |
+8
| New | +$1.4K | ﹤0.01% | 937 |
|
|
2021
Q2 | – | Sell |
-28
| Closed | -$4K | – | 761 |
|
|
2021
Q1 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 667 |
|
|
2013
Q4 | – | Sell |
-431
| Closed | -$12K | – | 463 |
|
|
2013
Q3 | $12K | Hold |
431
| – | – | ﹤0.01% | 496 |
|
|
2013
Q2 | $11K | Buy |
+431
| New | +$11K | ﹤0.01% | 579 |
|