Larson Financial Group’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.1K | Buy |
482
+178
| +59% | +$30.7K | ﹤0.01% | 904 |
|
|
2025
Q1 | $47.1K | Buy |
304
+58
| +24% | +$8.99K | ﹤0.01% | 1041 |
|
|
2024
Q4 | $45.2K | Sell |
246
-27
| -10% | -$4.96K | ﹤0.01% | 928 |
|
|
2024
Q3 | $49.3K | Buy |
273
+15
| +6% | +$2.71K | ﹤0.01% | 906 |
|
|
2024
Q2 | $46.9K | Sell |
258
-12
| -4% | -$2.18K | ﹤0.01% | 828 |
|
|
2024
Q1 | $51K | Sell |
270
-12
| -4% | -$2.27K | ﹤0.01% | 683 |
|
|
2023
Q4 | $49.3K | Sell |
282
-89
| -24% | -$15.6K | ﹤0.01% | 645 |
|
|
2023
Q3 | $52.6K | Buy |
371
+10
| +3% | +$1.42K | 0.01% | 600 |
|
|
2023
Q2 | $51.4K | Sell |
361
-1
| -0.3% | -$142 | 0.01% | 551 |
|
|
2023
Q1 | $46.4K | Hold |
362
| – | – | 0.01% | 569 |
|
|
2022
Q4 | $43.5K | Sell |
362
-39
| -10% | -$4.68K | 0.01% | 547 |
|
|
2022
Q3 | $42K | Sell |
401
-2
| -0.5% | -$209 | 0.01% | 496 |
|
|
2022
Q2 | $43K | Buy |
+403
| New | +$43K | 0.01% | 399 |
|