Private 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 | $3.96K | Sell |
23
-44
| -66% | -$7.58K | ﹤0.01% | 849 |
|
|
2025
Q1 | $10.4K | Buy |
67
+16
| +31% | +$2.48K | ﹤0.01% | 455 |
|
|
2024
Q4 | $9.38K | Buy |
51
+1
| +2% | +$184 | ﹤0.01% | 495 |
|
|
2024
Q3 | $9.03K | Buy |
50
+1
| +2% | +$181 | ﹤0.01% | 486 |
|
|
2024
Q2 | $8.9K | Buy |
49
+16
| +48% | +$2.91K | ﹤0.01% | 476 |
|
|
2024
Q1 | $6.24K | Hold |
33
| – | – | ﹤0.01% | 554 |
|
|
2023
Q4 | $5.77K | Buy |
+33
| New | +$5.77K | ﹤0.01% | 576 |
|