Carson Wealth (CWM LLC)’s Patrick Industries PATK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Sell |
114
-96
| -46% | -$9.26K | ﹤0.01% | 4252 |
|
|
2025
Q1 | $18K | Buy |
210
+81
| +63% | +$6.94K | ﹤0.01% | 3757 |
|
|
2024
Q4 | $11K | Buy |
129
+61
| +90% | +$5.2K | ﹤0.01% | 3819 |
|
|
2024
Q3 | $6K | Buy |
68
+32
| +89% | +$2.82K | ﹤0.01% | 4026 |
|
|
2024
Q2 | $3K | Buy |
36
+7
| +24% | +$583 | ﹤0.01% | 4107 |
|
|
2024
Q1 | $2K | Buy |
29
+5
| +21% | +$345 | ﹤0.01% | 4016 |
|
|
2023
Q4 | $2K | Sell |
24
-150
| -86% | -$12.5K | ﹤0.01% | 3826 |
|
|
2023
Q3 | $9K | Sell |
174
-3
| -2% | -$155 | ﹤0.01% | 3197 |
|
|
2023
Q2 | $9K | Sell |
177
-179
| -50% | -$9.1K | ﹤0.01% | 3147 |
|
|
2023
Q1 | $16K | Buy |
356
+218
| +158% | +$9.8K | ﹤0.01% | 2658 |
|
|
2022
Q4 | $6K | Buy |
138
+19
| +16% | +$826 | ﹤0.01% | 3093 |
|
|
2022
Q3 | $3K | Buy |
119
+98
| +467% | +$2.47K | ﹤0.01% | 3338 |
|
|
2022
Q2 | $1K | Sell |
21
-204
| -91% | -$9.71K | ﹤0.01% | 3581 |
|
|
2022
Q1 | $9K | Hold |
225
| – | – | ﹤0.01% | 2550 |
|
|
2021
Q4 | $12K | Buy |
+225
| New | +$12K | ﹤0.01% | 2250 |
|