AE Wealth Management’s Patterson-UTI PTEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,839
| Closed | -$129K | – | 1264 |
|
|
2024
Q1 | $129K | Buy |
+10,839
| New | +$129K | ﹤0.01% | 1112 |
|
|
2023
Q1 | – | Sell |
-35,019
| Closed | -$590K | – | 1973 |
|
|
2022
Q4 | $590K | Sell |
35,019
-15,225
| -30% | -$256K | ﹤0.01% | 1216 |
|
|
2022
Q3 | $587K | Buy |
+50,244
| New | +$587K | ﹤0.01% | 1164 |
|
|
2022
Q2 | – | Sell |
-42,451
| Closed | -$657K | – | 1804 |
|
|
2022
Q1 | $657K | Buy |
+42,451
| New | +$657K | ﹤0.01% | 1089 |
|