Allworth Financial’s Patterson Companies, Inc. PDCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,257
| Closed | -$286K | – | 4192 |
|
|
2024
Q4 | $286K | Sell |
9,257
-408
| -4% | -$12.6K | ﹤0.01% | 831 |
|
|
2024
Q3 | $211K | Buy |
9,665
+1,098
| +13% | +$24K | ﹤0.01% | 808 |
|
|
2024
Q2 | $215K | Buy |
8,567
+27
| +0.3% | +$676 | ﹤0.01% | 795 |
|
|
2024
Q1 | $236K | Buy |
8,540
+44
| +0.5% | +$1.22K | ﹤0.01% | 726 |
|
|
2023
Q4 | $242K | Sell |
8,496
-237
| -3% | -$6.74K | ﹤0.01% | 686 |
|
|
2023
Q3 | $259K | Buy |
8,733
+103
| +1% | +$3.05K | ﹤0.01% | 631 |
|
|
2023
Q2 | $287K | Buy |
8,630
+99
| +1% | +$3.29K | ﹤0.01% | 611 |
|
|
2023
Q1 | $228K | Buy |
8,531
+117
| +1% | +$3.13K | ﹤0.01% | 622 |
|
|
2022
Q4 | $236K | Sell |
8,414
-75
| -0.9% | -$2.1K | ﹤0.01% | 596 |
|
|
2022
Q3 | $204K | Buy |
8,489
+60
| +0.7% | +$1.44K | ﹤0.01% | 589 |
|
|
2022
Q2 | $255K | Buy |
8,429
+75
| +0.9% | +$2.27K | ﹤0.01% | 514 |
|
|
2022
Q1 | $270K | Buy |
8,354
+85
| +1% | +$2.75K | ﹤0.01% | 502 |
|
|
2021
Q4 | $243K | Buy |
8,269
+63
| +0.8% | +$1.85K | ﹤0.01% | 489 |
|
|
2021
Q3 | $247K | Buy |
8,206
+72
| +0.9% | +$2.17K | ﹤0.01% | 430 |
|
|
2021
Q2 | $247K | Buy |
8,134
+66
| +0.8% | +$2K | ﹤0.01% | 343 |
|
|
2021
Q1 | $258K | Buy |
8,068
+64
| +0.8% | +$2.05K | 0.01% | 315 |
|
|
2020
Q4 | $237K | Buy |
8,004
+82
| +1% | +$2.43K | 0.01% | 265 |
|
|
2020
Q3 | $191K | Buy |
7,922
+76
| +1% | +$1.83K | 0.01% | 246 |
|
|
2020
Q2 | $173K | Sell |
7,846
-89
| -1% | -$1.96K | 0.01% | 250 |
|
|
2020
Q1 | $121K | Buy |
7,935
+302
| +4% | +$4.61K | ﹤0.01% | 295 |
|
|
2019
Q4 | $156K | Buy |
7,633
+113
| +2% | +$2.31K | 0.01% | 214 |
|
|
2019
Q3 | $134K | Buy |
7,520
+99
| +1% | +$1.76K | 0.01% | 204 |
|
|
2019
Q2 | $170K | Buy |
7,421
+87
| +1% | +$1.99K | 0.01% | 183 |
|
|
2019
Q1 | $160K | Hold |
7,334
| – | – | 0.01% | 184 |
|
|
2018
Q4 | $144K | Hold |
7,334
| – | – | 0.01% | 175 |
|
|
2018
Q3 | $179K | Hold |
7,334
| – | – | 0.01% | 169 |
|
|
2018
Q2 | $166K | Hold |
7,334
| – | – | 0.01% | 169 |
|
|
2018
Q1 | $163K | Hold |
7,334
| – | – | 0.01% | 136 |
|
|
2017
Q4 | $265K | Buy |
+7,334
| New | +$265K | 0.02% | 101 |
|