Carson Wealth (CWM LLC)’s Patterson Companies, Inc. PDCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $91K | Buy |
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|
2024
Q4 | $89K | Buy |
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|
2024
Q3 | $31K | Sell |
|
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|
2024
Q2 | $108K | Buy |
|
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|
2024
Q1 | $16K | Buy |
|
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|
2023
Q4 | $10K | Sell |
|
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|
2023
Q3 | $16K | Buy |
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|
2023
Q2 | $16K | Buy |
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|
2023
Q1 | $7K | Sell |
|
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|
2022
Q4 | $25K | Buy |
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|
2022
Q3 | $14K | Buy |
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|
2022
Q2 | $2K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $71K | Sell |
|
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|
2018
Q3 | $121K | Sell |
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|
2018
Q2 | $126K | Sell |
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|
2018
Q1 | $144K | Buy |
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|
2017
Q4 | $176K | Sell |
|
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|
2017
Q3 | $25.3M | Sell |
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|
2017
Q2 | $31.7M | Buy |
|
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|
2017
Q1 | $28.3M | Buy |
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|
2016
Q4 | $21.3M | Buy |
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|
2016
Q3 | $20.5M | Buy |
|
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|
2016
Q2 | $17.7M | Buy |
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|
2016
Q1 | $40K | Buy |
|
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|
2015
Q4 | $38K | Buy |
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|
2015
Q3 | $36K | Buy |
|
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|
2014
Q1 | – | Sell |
|
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|
2013
Q4 | $34K | Buy |
|