Toth Financial Advisory’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.7K | Hold |
300
| – | – | 0.01% | 302 |
|
|
2025
Q1 | $46.5K | Hold |
300
| – | – | 0.01% | 300 |
|
|
2024
Q4 | $55.2K | Hold |
300
| – | – | 0.01% | 287 |
|
|
2024
Q3 | $54.2K | Hold |
300
| – | – | 0.01% | 286 |
|
|
2024
Q2 | $54.5K | Hold |
300
| – | – | 0.01% | 282 |
|
|
2024
Q1 | $56.7K | Hold |
300
| – | – | 0.01% | 277 |
|
|
2023
Q4 | $52.5K | Hold |
300
| – | – | 0.01% | 290 |
|
|
2023
Q3 | $42.5K | Hold |
300
| – | – | 0.01% | 289 |
|
|
2023
Q2 | $42.7K | Hold |
300
| – | – | 0.01% | 290 |
|
|
2023
Q1 | $38.5K | Hold |
300
| – | – | 0.01% | 305 |
|
|
2022
Q4 | $36K | Hold |
300
| – | – | 0.01% | 312 |
|
|
2022
Q3 | $31K | Hold |
300
| – | – | 0.01% | 327 |
|
|
2022
Q2 | $32K | Hold |
300
| – | – | 0.01% | 324 |
|
|
2022
Q1 | $32K | Hold |
300
| – | – | ﹤0.01% | 330 |
|
|
2021
Q4 | $36K | Sell |
300
-970
| -76% | -$116K | ﹤0.01% | 324 |
|
|
2021
Q3 | $152K | Buy |
1,270
+100
| +9% | +$12K | 0.02% | 211 |
|
|
2021
Q2 | $165K | Sell |
1,170
-3,635
| -76% | -$513K | 0.03% | 187 |
|
|
2021
Q1 | $661K | Sell |
4,805
-5,400
| -53% | -$743K | 0.11% | 144 |
|
|
2020
Q4 | $1.22M | Buy |
10,205
+7,530
| +281% | +$901K | 0.21% | 93 |
|
|
2020
Q3 | $221K | Buy |
2,675
+2,475
| +1,238% | +$204K | 0.04% | 179 |
|
|
2020
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 302 |
|
|
2020
Q1 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 261 |
|