United Capital Financial Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $266K | Buy |
|
|||||
|
2025
Q2 | $206K | Sell |
|
|||||
|
2025
Q1 | $232K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $233K | Buy |
|
|||||
|
2023
Q4 | $208K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $322K | Buy |
|
|||||
|
2022
Q3 | $269K | Buy |
|
|||||
|
2022
Q2 | $267K | Buy |
|
|||||
|
2022
Q1 | $265K | Sell |
|
|||||
|
2021
Q4 | $332K | Buy |
|
|||||
|
2021
Q3 | $294K | Sell |
|
|||||
|
2021
Q2 | $393K | Buy |
|
|||||
|
2021
Q1 | $364K | Buy |
|
|||||
|
2020
Q4 | $314K | Hold |
|
|||||
|
2020
Q3 | $217K | Buy |
|
|||||
|
2020
Q2 | $204K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $205K | Sell |
|
|||||
|
2019
Q2 | $317K | Sell |
|
|||||
|
2019
Q1 | $334K | Sell |
|
|||||
|
2018
Q4 | $3.44M | Buy |
|
|||||
|
2018
Q3 | $3.97M | Buy |
|
|||||
|
2018
Q2 | $3.14M | Buy |
|
|||||
|
2018
Q1 | $2.49M | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $559K | Buy |
|
|||||
|
2015
Q1 | $481K | Buy |
|
|||||
|
2014
Q4 | $443K | Buy |
|
|||||
|
2014
Q3 | $436K | Buy |
|