A detailed history of Heritage Wealth Advisors transactions in Ptc Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 625 shares of PTC stock, worth $117,237. This represents 0.01% of its overall portfolio holdings.

Number of Shares
625
Previous 625 -0.0%
Holding current value
$117,237
Previous $113,000 0.88%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$170.6 - $188.12 $87,517 - $96,505
513 Added 458.04%
625 $113,000
Q1 2024

May 08, 2024

SELL
$165.85 - $190.28 $87,900 - $100,848
-530 Reduced 82.55%
112 $21,000
Q4 2023

Feb 09, 2024

BUY
$135.85 - $175.92 $2,309 - $2,990
17 Added 2.72%
642 $112,000
Q3 2023

Dec 12, 2024

SELL
$137.25 - $147.17 $1,509 - $1,618
-11 Reduced 1.73%
625 $88,000
Q3 2023

Nov 08, 2023

SELL
$137.25 - $147.17 $1,509 - $1,618
-11 Reduced 1.73%
625 $88,000
Q2 2023

Dec 12, 2024

BUY
$123.34 - $143.59 $1,356 - $1,579
11 Added 1.76%
636 $90,000
Q1 2023

May 04, 2023

BUY
$117.33 - $138.11 $2,581 - $3,038
22 Added 3.58%
636 $81,000
Q4 2022

Dec 12, 2024

SELL
$105.57 - $132.01 $1,161 - $1,452
-11 Reduced 1.76%
614 $73,000
Q4 2022

Feb 06, 2023

BUY
$105.57 - $132.01 $64,819 - $81,054
614 New
614 $73,000

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
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