A detailed history of Congress Wealth Management LLC transactions in Ptc Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 92,603 shares of PTC stock, worth $17.9 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
92,603
Previous 19,472 375.57%
Holding current value
$17.9 Million
Previous $3.54 Million 373.14%
% of portfolio
0.23%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$164.85 - $187.32 $12.1 Million - $13.7 Million
73,131 Added 375.57%
92,603 $16.7 Million
Q2 2024

Aug 13, 2024

BUY
$170.6 - $188.12 $338,641 - $373,418
1,985 Added 11.35%
19,472 $3.54 Million
Q1 2024

Apr 18, 2024

BUY
$165.85 - $190.28 $143,294 - $164,401
864 Added 5.2%
17,487 $3.3 Million
Q4 2023

Feb 09, 2024

BUY
$135.85 - $175.92 $42,521 - $55,062
313 Added 1.92%
16,623 $2.91 Million
Q3 2023

Oct 30, 2023

BUY
$137.25 - $147.17 $206,286 - $221,196
1,503 Added 10.15%
16,310 $2.31 Million
Q2 2023

Jul 13, 2023

BUY
$123.34 - $143.59 $70,427 - $81,989
571 Added 4.01%
14,807 $2.11 Million
Q1 2023

Apr 14, 2023

BUY
$117.33 - $138.11 $147,131 - $173,189
1,254 Added 9.66%
14,236 $1.83 Million
Q4 2022

Feb 02, 2023

BUY
$105.57 - $132.01 $148,642 - $185,870
1,408 Added 12.17%
12,982 $1.56 Million
Q3 2022

Nov 08, 2022

BUY
$100.26 - $125.81 $199,016 - $249,732
1,985 Added 20.7%
11,574 $1.21 Million
Q2 2022

Aug 11, 2022

BUY
$97.62 - $119.7 $83,660 - $102,582
857 Added 9.81%
9,589 $1.02 Million
Q1 2022

May 16, 2022

BUY
$101.51 - $122.98 $148,306 - $179,673
1,461 Added 20.09%
8,732 $941,000
Q4 2021

Feb 04, 2022

BUY
$105.94 - $129.85 $770,289 - $944,139
7,271 New
7,271 $881,000

Others Institutions Holding PTC

About PTC INC.


  • Ticker PTC
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 117,466,000
  • Market Cap $22.7B
  • Description
  • PTC Inc. operates as software and services company in the Americas, Europe, and the Asia Pacific. The company operates in two segments, Software Products and Professional Services. It offers ThingWorx platform, which offers a set of capabilities that enable enterprises to digitally transform every aspect of their business with innovative solutio...
More about PTC
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