Sequoia Financial Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Buy |
2,251
+237
| +12% | +$40.8K | ﹤0.01% | 1117 |
|
|
2025
Q1 | $312K | Buy |
2,014
+154
| +8% | +$23.9K | ﹤0.01% | 1036 |
|
|
2024
Q4 | $342K | Buy |
1,860
+399
| +27% | +$73.4K | ﹤0.01% | 959 |
|
|
2024
Q3 | $264K | Buy |
1,461
+82
| +6% | +$14.8K | ﹤0.01% | 1031 |
|
|
2024
Q2 | $251K | Buy |
1,379
+259
| +23% | +$47.1K | ﹤0.01% | 969 |
|
|
2024
Q1 | $212K | Buy |
+1,120
| New | +$212K | ﹤0.01% | 1032 |
|