A detailed history of Hb Wealth Management, LLC transactions in Ptc Inc. stock. As of the latest transaction made, Hb Wealth Management, LLC holds 1,971 shares of PTC stock, worth $368,774. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,971
Previous 1,614 22.12%
Holding current value
$368,774
Previous $293,000 21.5%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$164.85 - $187.32 $58,851 - $66,873
357 Added 22.12%
1,971 $356,000
Q2 2024

Jul 26, 2024

BUY
$170.6 - $188.12 $20,130 - $22,198
118 Added 7.89%
1,614 $293,000
Q1 2024

Apr 30, 2024

BUY
$165.85 - $190.28 $8,955 - $10,275
54 Added 3.74%
1,496 $282,000
Q4 2023

Jan 16, 2024

BUY
$135.85 - $175.92 $195,895 - $253,676
1,442 New
1,442 $252,000

Others Institutions Holding PTC

About PTC INC.


  • Ticker PTC
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 117,466,000
  • Market Cap $22B
  • 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...
More about PTC
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.