Clearstead Advisors’s Patrick Industries PATK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $243K | Hold |
2,190
| – | – | ﹤0.01% | 936 |
|
|
2025
Q4 | $237K | Hold |
2,190
| – | – | ﹤0.01% | 893 |
|
|
2025
Q3 | $227K | Sell |
2,190
-122
| -5% | -$12.8K | ﹤0.01% | 851 |
|
|
2025
Q2 | $213K | Sell |
2,312
-83
| -3% | -$7.06K | ﹤0.01% | 876 |
|
|
2025
Q1 | $203K | Buy |
2,395
+84
| +4% | +$7.55K | ﹤0.01% | 836 |
|
|
2024
Q4 | $192K | Sell |
2,311
-1
| -0% | -$89 | ﹤0.01% | 874 |
|
|
2024
Q3 | $219K | Buy |
2,312
+122
| +6% | +$10.2K | ﹤0.01% | 828 |
|
|
2024
Q2 | $158K | Hold |
2,190
| – | – | ﹤0.01% | 888 |
|
|
2024
Q1 | $165K | Hold |
2,190
| – | – | 0.01% | 500 |
|
|
2023
Q4 | $147K | Sell |
2,190
-2,190
| -50% | -$120K | 0.01% | 509 |
|
|
2023
Q3 | $219K | Buy |
4,380
+2,190
| +100% | +$118K | 0.01% | 555 |
|
|
2023
Q2 | $117K | Hold |
2,190
| – | – | 0.01% | 540 |
|
|
2023
Q1 | $100K | Hold |
2,190
| – | – | 0.01% | 507 |
|
|
2022
Q4 | $88.5K | Hold |
2,190
| – | – | 0.01% | 524 |
|
|
2022
Q3 | $64K | Sell |
2,190
-5,250
| -71% | -$191K | 0.01% | 564 |
|
|
2022
Q2 | $257K | Hold |
7,440
| – | – | 0.02% | 341 |
|
|
2022
Q1 | $299K | Buy |
7,440
+1,177
| +19% | +$54.3K | 0.02% | 349 |
|
|
2021
Q4 | $337K | Sell |
6,263
-418
| -6% | -$22.4K | 0.02% | 313 |
|
|
2021
Q3 | $371K | Buy |
6,681
+5,668
| +560% | +$304K | 0.03% | 279 |
|
|
2021
Q2 | $49K | Hold |
1,013
| – | – | ﹤0.01% | 560 |
|
|
2021
Q1 | $57K | Hold |
1,013
| – | – | ﹤0.01% | 528 |
|
|
2020
Q4 | $46K | Hold |
1,013
| – | – | ﹤0.01% | 520 |
|
|
2020
Q3 | $39K | Hold |
1,013
| – | – | ﹤0.01% | 501 |
|
|
2020
Q2 | $41K | Buy |
+1,013
| New | +$30.7K | ﹤0.01% | 457 |
|
Other funds holding PATK
VCM
