Heirloom Wealth Management's ownership history for PH
Heirloom Wealth Management currently holds 15.4K shares with a market value of $13.8M. It started holding PH on 2024-09-30. At its peak, it held 16.2K shares on 2025-12-31. Its highest holding value was $14.3M on 2025-12-31. At its lowest, it held 14.3K shares on 2024-09-30, with a value of $9.0M on 2024-09-30. In the recent 180 days, Heirloom Wealth Management has decreased its shares by 646. In the recent year, Heirloom Wealth Management has decreased its shares by 403.
Heirloom Wealth Management's ownership history for PH