PDCO
Carson Wealth (CWM LLC)’s Patterson Companies, Inc. PDCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,920
| Closed | -$91K | – | 5371 |
|
|
2025
Q1 | $91K | Buy |
2,920
+49
| +2% | +$1.53K | ﹤0.01% | 2498 |
|
|
2024
Q4 | $89K | Buy |
2,871
+1,463
| +104% | +$45.4K | ﹤0.01% | 2366 |
|
|
2024
Q3 | $31K | Sell |
1,408
-3,084
| -69% | -$67.9K | ﹤0.01% | 3080 |
|
|
2024
Q2 | $108K | Buy |
4,492
+3,897
| +655% | +$93.7K | ﹤0.01% | 1925 |
|
|
2024
Q1 | $16K | Buy |
595
+248
| +71% | +$6.67K | ﹤0.01% | 3064 |
|
|
2023
Q4 | $10K | Sell |
347
-185
| -35% | -$5.33K | ﹤0.01% | 3211 |
|
|
2023
Q3 | $16K | Buy |
532
+39
| +8% | +$1.17K | ﹤0.01% | 2856 |
|
|
2023
Q2 | $16K | Buy |
493
+243
| +97% | +$7.89K | ﹤0.01% | 2795 |
|
|
2023
Q1 | $7K | Sell |
250
-658
| -72% | -$18.4K | ﹤0.01% | 3174 |
|
|
2022
Q4 | $25K | Buy |
908
+311
| +52% | +$8.56K | ﹤0.01% | 2221 |
|
|
2022
Q3 | $14K | Buy |
597
+546
| +1,071% | +$12.8K | ﹤0.01% | 2487 |
|
|
2022
Q2 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 3431 |
|
|
2019
Q1 | – | Sell |
-3,609
| Closed | -$71K | – | 3290 |
|
|
2018
Q4 | $71K | Sell |
3,609
-1,349
| -27% | -$26.5K | ﹤0.01% | 795 |
|
|
2018
Q3 | $121K | Sell |
4,958
-585
| -11% | -$14.3K | ﹤0.01% | 587 |
|
|
2018
Q2 | $126K | Sell |
5,543
-931
| -14% | -$21.2K | ﹤0.01% | 489 |
|
|
2018
Q1 | $144K | Buy |
6,474
+1,604
| +33% | +$35.7K | 0.01% | 403 |
|
|
2017
Q4 | $176K | Sell |
4,870
-649,253
| -99% | -$23.5M | 0.01% | 361 |
|
|
2017
Q3 | $25.3M | Sell |
654,123
-20,500
| -3% | -$792K | 1.2% | 25 |
|
|
2017
Q2 | $31.7M | Buy |
674,623
+48,448
| +8% | +$2.27M | 1.62% | 11 |
|
|
2017
Q1 | $28.3M | Buy |
626,175
+108,208
| +21% | +$4.89M | 1.6% | 12 |
|
|
2016
Q4 | $21.3M | Buy |
517,967
+70,723
| +16% | +$2.9M | 1.3% | 22 |
|
|
2016
Q3 | $20.5M | Buy |
447,244
+77,791
| +21% | +$3.57M | 1.42% | 13 |
|
|
2016
Q2 | $17.7M | Buy |
369,453
+368,602
| +43,314% | +$17.7M | 1.29% | 15 |
|
|
2016
Q1 | $40K | Buy |
851
+5
| +0.6% | +$235 | ﹤0.01% | 365 |
|
|
2015
Q4 | $38K | Buy |
846
+4
| +0.5% | +$180 | ﹤0.01% | 346 |
|
|
2015
Q3 | $36K | Buy |
+842
| New | +$36K | ﹤0.01% | 314 |
|
|
2014
Q1 | – | Sell |
-816
| Closed | -$34K | – | 462 |
|
|
2013
Q4 | $34K | Buy |
+816
| New | +$34K | 0.01% | 287 |
|