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 |
-2,920
| Closed | -$91K | – | 5376 |
|
|
2025
Q1 | $91K | Buy |
2,920
+49
| +2% | +$1.52K | ﹤0.01% | 2500 |
|
|
2024
Q4 | $89K | Buy |
2,871
+1,463
| +104% | +$34K | ﹤0.01% | 2368 |
|
|
2024
Q3 | $31K | Sell |
1,408
-3,084
| -69% | -$72.9K | ﹤0.01% | 3082 |
|
|
2024
Q2 | $108K | Buy |
4,492
+3,897
| +655% | +$97.6K | ﹤0.01% | 1927 |
|
|
2024
Q1 | $16K | Buy |
595
+248
| +71% | +$7.07K | ﹤0.01% | 3066 |
|
|
2023
Q4 | $10K | Sell |
347
-185
| -35% | -$5.45K | ﹤0.01% | 3214 |
|
|
2023
Q3 | $16K | Buy |
532
+39
| +8% | +$1.24K | ﹤0.01% | 2858 |
|
|
2023
Q2 | $16K | Buy |
493
+243
| +97% | +$6.7K | ﹤0.01% | 2798 |
|
|
2023
Q1 | $7K | Sell |
250
-658
| -72% | -$18.5K | ﹤0.01% | 3177 |
|
|
2022
Q4 | $25K | Buy |
908
+311
| +52% | +$8.58K | ﹤0.01% | 2223 |
|
|
2022
Q3 | $14K | Buy |
597
+546
| +1,071% | +$15.6K | ﹤0.01% | 2490 |
|
|
2022
Q2 | $2K | Buy |
+51
| New | +$1.6K | ﹤0.01% | 3441 |
|
|
2019
Q1 | – | Sell |
-3,609
| Closed | -$71K | – | 3318 |
|
|
2018
Q4 | $71K | Sell |
3,609
-1,349
| -27% | -$31.5K | ﹤0.01% | 797 |
|
|
2018
Q3 | $121K | Sell |
4,958
-585
| -11% | -$13.9K | ﹤0.01% | 589 |
|
|
2018
Q2 | $126K | Sell |
5,543
-931
| -14% | -$21K | ﹤0.01% | 491 |
|
|
2018
Q1 | $144K | Buy |
6,474
+1,604
| +33% | +$49.9K | 0.01% | 404 |
|
|
2017
Q4 | $176K | Sell |
4,870
-649,253
| -99% | -$23.7M | 0.01% | 362 |
|
|
2017
Q3 | $25.3M | Sell |
654,123
-20,500
| -3% | -$818K | 1.2% | 25 |
|
|
2017
Q2 | $31.7M | Buy |
674,623
+48,448
| +8% | +$2.18M | 1.62% | 11 |
|
|
2017
Q1 | $28.3M | Buy |
626,175
+108,208
| +21% | +$4.7M | 1.6% | 12 |
|
|
2016
Q4 | $21.3M | Buy |
517,967
+70,723
| +16% | +$3.05M | 1.3% | 22 |
|
|
2016
Q3 | $20.5M | Buy |
447,244
+77,791
| +21% | +$3.68M | 1.42% | 13 |
|
|
2016
Q2 | $17.7M | Buy |
369,453
+368,602
| +43,314% | +$17M | 1.29% | 15 |
|
|
2016
Q1 | $40K | Buy |
851
+5
| +0.6% | +$217 | ﹤0.01% | 366 |
|
|
2015
Q4 | $38K | Buy |
846
+4
| +0.5% | +$184 | ﹤0.01% | 347 |
|
|
2015
Q3 | $36K | Buy |
+842
| New | +$40.2K | ﹤0.01% | 315 |
|
|
2014
Q1 | – | Sell |
-816
| Closed | -$34K | – | 511 |
|
|
2013
Q4 | $34K | Buy |
+816
| New | +$33.8K | 0.01% | 310 |
|
Other funds holding PDCO
SRC
RP
SS
IA
Carson Wealth (CWM LLC)'s PDCO Position: Q2 2025 in Review
Carson Wealth (CWM LLC) sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 2,920 shares — an estimated $91K sold.
Carson Wealth (CWM LLC) first reported a position in PDCO in Q4 2013 and held it in 27 quarters. The position peaked at $31.7M in Q2 2017. 6 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.
- Carson Wealth (CWM LLC) reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 2,920 Patterson Companies, Inc. shares in Q2 2025, an estimated $91K.
- Carson Wealth (CWM LLC) first reported a position in Patterson Companies, Inc. in Q4 2013 and held it in 27 quarters.
- Carson Wealth (CWM LLC)'s Patterson Companies, Inc. position peaked at $31.7M in Q2 2017.
- 6 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.