TAM
Trust Asset Management’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Hold |
1,356
| – | – | 0.02% | 214 |
|
|
2025
Q1 | $210K | Buy |
1,356
+128
| +10% | +$19.8K | 0.02% | 211 |
|
|
2024
Q4 | $226K | Hold |
1,228
| – | – | 0.02% | 210 |
|
|
2024
Q3 | $222K | Hold |
1,228
| – | – | 0.02% | 221 |
|
|
2024
Q2 | $223K | Hold |
1,228
| – | – | 0.02% | 199 |
|
|
2024
Q1 | $232K | Hold |
1,228
| – | – | 0.02% | 203 |
|
|
2023
Q4 | $215K | Buy |
+1,228
| New | +$215K | 0.02% | 203 |
|