Avantax Advisory Services’s Patrick Industries PATK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
11,889
+1,540
| +15% | +$142K | 0.01% | 1110 |
|
|
2025
Q1 | $875K | Buy |
10,349
+1,150
| +13% | +$97.2K | 0.01% | 1170 |
|
|
2024
Q4 | $764K | Buy |
9,199
+1,714
| +23% | +$142K | ﹤0.01% | 1185 |
|
|
2024
Q3 | $710K | Buy |
7,485
+631
| +9% | +$59.9K | ﹤0.01% | 1202 |
|
|
2024
Q2 | $496K | Buy |
6,854
+2,757
| +67% | +$200K | ﹤0.01% | 1364 |
|
|
2024
Q1 | $326K | Buy |
+4,097
| New | +$326K | ﹤0.01% | 1253 |
|