A detailed history of Ever Source Wealth Advisors, LLC transactions in Ptc Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 253 shares of PTC stock, worth $48,350. This represents 0.0% of its overall portfolio holdings.

Number of Shares
253
Previous 475 46.74%
Holding current value
$48,350
Previous $86,000 47.67%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 08, 2024

SELL
$164.85 - $187.32 $36,596 - $41,585
-222 Reduced 46.74%
253 $45,000
Q2 2024

Aug 13, 2024

BUY
$170.6 - $188.12 $1,876 - $2,069
11 Added 2.37%
475 $86,000
Q1 2024

Jun 11, 2024

BUY
$165.85 - $190.28 $7,131 - $8,182
43 Added 10.21%
464 $87,000
Q4 2023

Feb 09, 2024

BUY
$135.85 - $175.92 $271 - $351
2 Added 0.48%
421 $73,000
Q1 2023

May 11, 2023

BUY
$117.33 - $138.11 $821 - $966
7 Added 1.7%
419 $53,000
Q4 2022

Feb 09, 2023

BUY
$105.57 - $132.01 $5,700 - $7,128
54 Added 15.08%
412 $49,000
Q3 2022

Nov 07, 2022

BUY
$100.26 - $125.81 $33,687 - $42,272
336 Added 1527.27%
358 $37,000
Q2 2022

Aug 01, 2022

BUY
$97.62 - $119.7 $683 - $837
7 Added 46.67%
22 $2,000
Q1 2022

May 25, 2022

SELL
$101.51 - $122.98 $5,278 - $6,394
-52 Reduced 77.61%
15 $2,000
Q4 2021

Feb 07, 2022

BUY
$105.94 - $129.85 $7,097 - $8,699
67 New
67 $8,000

Others Institutions Holding PTC

About PTC INC.


  • Ticker PTC
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 117,466,000
  • Market Cap $22.4B
  • 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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