Prestige Wealth Management 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 | $1.9K | Buy |
11
+8
| +267% | +$1.38K | ﹤0.01% | 745 |
|
|
2025
Q1 | $465 | Hold |
3
| – | – | ﹤0.01% | 938 |
|
|
2024
Q4 | $552 | Hold |
3
| – | – | ﹤0.01% | 956 |
|
|
2024
Q3 | $542 | Hold |
3
| – | – | ﹤0.01% | 951 |
|
|
2024
Q2 | $546 | Sell |
3
-28
| -90% | -$5.1K | ﹤0.01% | 907 |
|
|
2024
Q1 | $5.86K | Sell |
31
-51
| -62% | -$9.64K | ﹤0.01% | 532 |
|
|
2023
Q4 | $14.3K | Buy |
82
+70
| +583% | +$12.2K | ﹤0.01% | 377 |
|
|
2023
Q3 | $1.7K | Hold |
12
| – | – | ﹤0.01% | 763 |
|
|
2023
Q2 | $1.71K | Buy |
+12
| New | +$1.71K | ﹤0.01% | 791 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | – | – | 1034 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1046 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1039 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1021 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1020 |
|
|
2020
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1012 |
|
|
2019
Q1 | – | Sell |
-27
| Closed | -$2K | – | 970 |
|
|
2018
Q4 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 857 |
|