Schmidt P J Investment Management Inc Pacer Fds Tr Trendpilot Us Lar Transaction History

Schmidt P J Investment Management Inc

  • $533 Million
  • Q1 2025

A detailed history of Schmidt P J Investment Management Inc transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 20,453 shares of PTLC stock, worth $987,879. This represents 0.2% of its overall portfolio holdings.

Number of Shares
20,453
Previous 18,909 8.17%
Holding current value
$987,879
Previous $1.01 Million 4.16%
% of portfolio
0.2%
Previous 0.18%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
BUY
$50.25 - $55.9 $77,586 - $86,309
1,544 Added 8.17%
20,453 $1.05 Million
Q4 2024

Jan 27, 2025
SELL
$52.0 - $55.66 $13,624 - $14,582
-262 Reduced 1.37%
18,909 $1.01 Million
Q3 2024

Oct 23, 2024
BUY
$47.29 - $52.55 $38,588 - $42,880
816 Added 4.45%
19,171 $1.01 Million
Q2 2024

Jul 29, 2024
BUY
$45.19 - $49.99 $31,949 - $35,342
707 Added 4.01%
18,355 $913,000
Q1 2024

Apr 26, 2024
BUY
$42.56 - $47.72 $427,940 - $479,824
10,055 Added 132.42%
17,648 $842,000
Q4 2023

Jan 29, 2024
BUY
$38.36 - $43.85 $46,722 - $53,409
1,218 Added 19.11%
7,593 $328,000
Q2 2023

Jul 26, 2023
SELL
$37.59 - $41.3 $39,168 - $43,034
-1,042 Reduced 14.05%
6,375 $263,000
Q1 2023

Apr 28, 2023
SELL
$35.72 - $38.62 $83,763 - $90,563
-2,345 Reduced 24.02%
7,417 $282,000
Q4 2022

Feb 01, 2023
BUY
$37.46 - $37.95 $66,191 - $67,057
1,767 Added 22.1%
9,762 $365,000
Q3 2022

Oct 24, 2022
BUY
$37.53 - $37.7 $1,876 - $1,885
50 Added 0.63%
7,995 $302,000
Q2 2022

Aug 24, 2022
BUY
$37.08 - $39.3 $294,600 - $312,238
7,945 New
7,945 $299,000

Others Institutions Holding PTLC

# of Institutions
250
Shares Held
48.7M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR TRENDPILOT US LAR

PTLC Quotes by TradingView
  • Ticker PTLC
  • Sector ETFs
  • Industry ETFs
More about PTLC
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