Wedmont Private Capital’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Buy |
4,054
+107
| +3% | +$22.5K | 0.04% | 293 |
|
|
2025
Q1 | $574K | Sell |
3,947
-79
| -2% | -$11.5K | 0.03% | 344 |
|
|
2024
Q4 | $734K | Buy |
4,026
+64
| +2% | +$11.7K | 0.04% | 286 |
|
|
2024
Q3 | $702K | Buy |
3,962
+2
| +0.1% | +$355 | 0.04% | 279 |
|
|
2024
Q2 | $724K | Buy |
3,960
+309
| +8% | +$56.5K | 0.05% | 257 |
|
|
2024
Q1 | $683K | Buy |
3,651
+45
| +1% | +$8.42K | 0.05% | 266 |
|
|
2023
Q4 | $612K | Buy |
3,606
+301
| +9% | +$51.1K | 0.05% | 264 |
|
|
2023
Q3 | $463K | Buy |
3,305
+247
| +8% | +$34.6K | 0.05% | 273 |
|
|
2023
Q2 | $442K | Buy |
3,058
+112
| +4% | +$16.2K | 0.05% | 271 |
|
|
2023
Q1 | $372K | Buy |
2,946
+233
| +9% | +$29.4K | 0.05% | 280 |
|
|
2022
Q4 | $333K | Buy |
2,713
+234
| +9% | +$28.7K | 0.05% | 312 |
|
|
2022
Q3 | $259K | Sell |
2,479
-692
| -22% | -$72.3K | 0.05% | 290 |
|
|
2022
Q2 | $337K | Buy |
+3,171
| New | +$337K | 0.07% | 211 |
|