Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s PTC PTC Stock Holding History

Kovitz Investment Group Partners’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$252K Sell
1,460
-373
-20% -$64.3K ﹤0.01% 1193
2025
Q1 		$284K Sell
1,833
-85
-4% -$13.2K ﹤0.01% 1065
2024
Q4 		$353K Buy
+1,918
New +$353K ﹤0.01% 993