UIM
PTC icon

Unified Investment Management’s PTC PTC Stock Holding History

Unified Investment Management’s Portfolio PTC Stock Details PTC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$758K Buy
4,401
+721
+20% +$124K 0.81% 41
2025
Q1 		$570K Sell
3,680
-90
-2% -$13.9K 0.67% 53
2024
Q4 		$693K Buy
+3,770
New +$693K 0.79% 42