Heritage Wealth Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Hold |
614
| – | – | 0.01% | 246 |
|
|
2025
Q1 | $95.1K | Hold |
614
| – | – | ﹤0.01% | 247 |
|
|
2024
Q4 | $113K | Sell |
614
-11
| -2% | -$2.02K | 0.01% | 244 |
|
|
2024
Q3 | $113K | Hold |
625
| – | – | 0.01% | 256 |
|
|
2024
Q2 | $114K | Hold |
625
| – | – | 0.01% | 244 |
|
|
2024
Q1 | $118K | Hold |
625
| – | – | 0.01% | 246 |
|
|
2023
Q4 | $109K | Hold |
625
| – | – | 0.01% | 259 |
|
|
2023
Q3 | $88.6K | Sell |
625
-11
| -2% | -$1.56K | ﹤0.01% | 263 |
|
|
2023
Q2 | $90.5K | Hold |
636
| – | – | ﹤0.01% | 264 |
|
|
2023
Q1 | $81.6K | Buy |
636
+22
| +4% | +$2.82K | ﹤0.01% | 273 |
|
|
2022
Q4 | $73.7K | Buy |
+614
| New | +$73.7K | ﹤0.01% | 284 |
|