MSWM
Mowery & Schoenfeld Wealth Management’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.5K | Hold |
200
| – | – | 0.05% | 141 |
|
|
2025
Q1 | $31K | Hold |
200
| – | – | 0.06% | 168 |
|
|
2024
Q4 | $36.8K | Hold |
200
| – | – | 0.07% | 130 |
|
|
2024
Q3 | $36.1K | Hold |
200
| – | – | 0.06% | 119 |
|
|
2024
Q2 | $36.3K | Hold |
200
| – | – | 0.05% | 116 |
|
|
2024
Q1 | $37.8K | Sell |
200
-8
| -4% | -$1.51K | 0.07% | 86 |
|
|
2023
Q4 | $36.4K | Buy |
+208
| New | +$36.4K | 0.07% | 79 |
|