Heritage Wealth Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $125K | Hold |
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|
2025
Q2 | $106K | Hold |
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|
2025
Q1 | $95.1K | Hold |
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|
2024
Q4 | $113K | Sell |
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|
2024
Q3 | $113K | Hold |
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|
2024
Q2 | $114K | Hold |
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|
2024
Q1 | $118K | Hold |
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|
2023
Q4 | $109K | Hold |
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|
2023
Q3 | $88.5K | Sell |
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|
2023
Q2 | $90.5K | Hold |
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|
2023
Q1 | $81.6K | Buy |
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|
2022
Q4 | $73.7K | Buy |
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