Wealth Enhancement Advisory Services, LLC Ptc Inc. Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ptc Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 3,454 shares of PTC stock, worth $581,377. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,454

Previous 4,544 23.99%

Holding current value

$581,377

Previous $835,000 35.93%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$153.3 - $193.48 $167,097 - $210,893	-1,090 Reduced 23.99%	3,454 $535,000
Q4 2024 Mar 17, 2025	BUY	$175.97 - $201.89 $179,665 - $206,129	1,021 Added 28.98%	4,544 $835,000
Q4 2024 Jan 10, 2025	SELL	$175.97 - $201.89 $263,955 - $302,835	-1,500 Reduced 29.86%	3,523 $647,000
Q2 2024 Jul 16, 2024	SELL	$170.6 - $188.12 $108,331 - $119,456	-635 Reduced 11.22%	5,023 $912,000
Q1 2024 Apr 15, 2024	BUY	$165.85 - $190.28 $355,582 - $407,960	2,144 Added 61.01%	5,658 $1.07 Million
Q4 2023 Jan 30, 2024	SELL	$135.85 - $175.92 $121,993 - $157,976	-898 Reduced 20.35%	3,514 $614,000
Q3 2023 Nov 13, 2023	BUY	$137.25 - $147.17 $605,547 - $649,314	4,412 New	4,412 $625,000
Q1 2019 Apr 30, 2019	SELL	$78.16 - $94.96 $875,704 - $1.06 Million	-11,204 Closed	0 $0
Q4 2018 Feb 04, 2019	BUY	$76.71 - $105.87 $859,458 - $1.19 Million	11,204 New	11,204 $982,000
Q2 2018 Jul 30, 2018	SELL	$76.71 - $99.99 $966,776 - $1.26 Million	-12,603 Closed	0 $0
Q1 2018 Apr 26, 2018	BUY	$61.16 - $80.72 $770,799 - $1.02 Million	12,603 New	12,603 $1.03 Million

Others Institutions Holding PTC

# of Institutions

731

Shares Held

126M

Call Options Held

435K

Put Options Held

215K

View Full List

About PTC INC.

Ticker PTC
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 117,466,000
Market Cap $19.8B
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...

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Wealth Enhancement Advisory Services, LLC Ptc Inc. Transaction History