Ptc shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Ptc (PTC) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Ptc
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Quarterly reported holdings in Ptc by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 93k | 180.66 |
| 2024-03-31 | $3.3M | 18k | 188.94 |
| 2023-12-31 | $2.9M | 17k | 174.96 |
| 2023-09-30 | $2.3M | 16k | 141.68 |
| 2023-06-30 | $2.1M | 15k | 142.30 |
| 2023-03-31 | $1.8M | 14k | 128.23 |
| 2022-12-31 | $1.6M | 13k | 120.04 |
| 2022-09-30 | $1.2M | 12k | 104.54 |
| 2022-06-30 | $1.0M | 9.6k | 106.37 |
| 2022-03-31 | $941k | 8.7k | 107.76 |
| 2021-12-31 | $881k | 7.3k | 121.17 |
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