Brandywine Oak Private Wealth’s Patterson Companies, Inc. PDCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-9,437
| Closed | -$226K | – | 302 |
|
2022
Q3 | $226K | Sell |
9,437
-1,305
| -12% | -$31.3K | 0.03% | 264 |
|
2022
Q2 | $325K | Buy |
10,742
+1,079
| +11% | +$32.6K | 0.04% | 226 |
|
2022
Q1 | $312K | Buy |
9,663
+1,368
| +16% | +$44.2K | 0.04% | 250 |
|
2021
Q4 | $261K | Buy |
8,295
+412
| +5% | +$13K | 0.03% | 297 |
|
2021
Q3 | $238K | Buy |
7,883
+59
| +0.8% | +$1.78K | 0.03% | 298 |
|
2021
Q2 | $237K | Buy |
7,824
+85
| +1% | +$2.58K | 0.03% | 301 |
|
2021
Q1 | $247K | Sell |
7,739
-717
| -8% | -$22.9K | 0.04% | 240 |
|
2020
Q4 | $250K | Sell |
8,456
-186
| -2% | -$5.5K | 0.04% | 233 |
|
2020
Q3 | $208K | Sell |
8,642
-499
| -5% | -$12K | 0.03% | 252 |
|
2020
Q2 | $201K | Buy |
+9,141
| New | +$201K | 0.04% | 246 |
|