WCM Investment Management’s PTC PTC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.45M | Sell |
14,454
-42
| -0.3% | -$7.11K | 0.01% | 184 |
|
2025
Q1 | $2.24M | Buy |
14,496
+720
| +5% | +$111K | 0.01% | 221 |
|
2024
Q4 | $2.53M | Sell |
13,776
-6,502
| -32% | -$1.19M | 0.01% | 220 |
|
2024
Q3 | $3.69M | Buy |
20,278
+28
| +0.1% | +$5.1K | 0.01% | 177 |
|
2024
Q2 | $3.67M | Buy |
20,250
+29
| +0.1% | +$5.26K | 0.01% | 170 |
|
2024
Q1 | $3.82M | Sell |
20,221
-15,800
| -44% | -$2.99M | 0.01% | 164 |
|
2023
Q4 | $6.34M | Buy |
36,021
+4,231
| +13% | +$744K | 0.02% | 157 |
|
2023
Q3 | $4.5M | Buy |
31,790
+10
| +0% | +$1.41K | 0.01% | 154 |
|
2023
Q2 | $4.53M | Sell |
31,780
-592
| -2% | -$84.5K | 0.01% | 161 |
|
2023
Q1 | $4.15M | Buy |
32,372
+243
| +0.8% | +$31.2K | 0.01% | 162 |
|
2022
Q4 | $3.86M | Buy |
32,129
+24,840
| +341% | +$2.98M | 0.01% | 168 |
|
2022
Q3 | $770K | Buy |
7,289
+133
| +2% | +$14.1K | ﹤0.01% | 179 |
|
2022
Q2 | $766K | Buy |
7,156
+22
| +0.3% | +$2.36K | ﹤0.01% | 189 |
|
2022
Q1 | $768K | Buy |
7,134
+2,305
| +48% | +$248K | ﹤0.01% | 189 |
|
2021
Q4 | $585K | Buy |
4,829
+36
| +0.8% | +$4.36K | ﹤0.01% | 193 |
|
2021
Q3 | $574K | Buy |
4,793
+32
| +0.7% | +$3.83K | ﹤0.01% | 194 |
|
2021
Q2 | $673K | Hold |
4,761
| – | – | ﹤0.01% | 186 |
|
2021
Q1 | $655K | Buy |
4,761
+515
| +12% | +$70.9K | ﹤0.01% | 166 |
|
2020
Q4 | $508K | Buy |
4,246
+120
| +3% | +$14.4K | ﹤0.01% | 177 |
|
2020
Q3 | $341K | Hold |
4,126
| – | – | ﹤0.01% | 171 |
|
2020
Q2 | $321K | Hold |
4,126
| – | – | ﹤0.01% | 172 |
|
2020
Q1 | $253K | Buy |
+4,126
| New | +$253K | ﹤0.01% | 177 |
|