Mowery & Schoenfeld Wealth Management’s PTC PTC Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio PTC Stock Details PTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$34.5K	Hold
2025 Q1	$31K	Hold
2024 Q4	$36.8K	Hold
2024 Q3	$36.1K	Hold
2024 Q2	$36.3K	Hold
2024 Q1	$37.8K	Sell
2023 Q4	$36.4K	Buy