Ptc shares owned by Heritage Wealth Advisors
Historical chart of Heritage Wealth Advisors investment in Ptc
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All positions including Ptc held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ptc by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $125k | 614 | 203.02 |
| 2025-06-30 | $106k | 614 | 172.34 |
| 2025-03-31 | $95k | 614 | 154.95 |
| 2024-12-31 | $113k | 614 | 183.87 |
| 2024-09-30 | $113k | 625 | 180.66 |
| 2024-06-30 | $114k | 625 | 181.67 |
| 2024-03-31 | $118k | 625 | 188.94 |
| 2023-12-31 | $112k | 642 | 174.96 |
| 2023-09-30 | $89k | 625 | 141.68 |
| 2023-06-30 | $91k | 636 | 142.30 |
| 2023-03-31 | $82k | 636 | 128.23 |
| 2022-12-31 | $74k | 614 | 120.04 |