Wealthfront Advisers’s PTC PTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $451K | Buy |
2,617
+456
| +21% | +$78.6K | ﹤0.01% | 815 |
|
2025
Q1 | $335K | Buy |
2,161
+786
| +57% | +$122K | ﹤0.01% | 835 |
|
2024
Q4 | $253K | Buy |
1,375
+225
| +20% | +$41.4K | ﹤0.01% | 860 |
|
2024
Q3 | $208K | Buy |
1,150
+1
| +0.1% | +$181 | ﹤0.01% | 877 |
|
2024
Q2 | $209K | Sell |
1,149
-1
| -0.1% | -$182 | ﹤0.01% | 849 |
|
2024
Q1 | $217K | Buy |
+1,150
| New | +$217K | ﹤0.01% | 834 |
|
2022
Q1 | – | Sell |
-1,751
| Closed | -$213K | – | 809 |
|
2021
Q4 | $213K | Buy |
+1,751
| New | +$213K | ﹤0.01% | 742 |
|
2021
Q3 | – | Sell |
-1,535
| Closed | -$217K | – | 701 |
|
2021
Q2 | $217K | Buy |
1,535
+40
| +3% | +$5.66K | ﹤0.01% | 608 |
|
2021
Q1 | $206K | Buy |
+1,495
| New | +$206K | ﹤0.01% | 545 |
|