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Concord Wealth Partners’s Patterson-UTI PTEN Stock Holding History

Concord Wealth Partners’s Portfolio PTEN Stock Details PTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-55
Closed -$454 – 938
2024
Q4 		$454 Hold
55
– – ﹤0.01% 868
2024
Q3 		$421 Buy
+55
New +$507 ﹤0.01% 907

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Concord Wealth Partners's PTEN Position: Q1 2025 in Review

Concord Wealth Partners sold out of Patterson-UTI (PTEN) in Q1 2025, closing a stake of 55 shares — an estimated $454 sold.

Concord Wealth Partners first reported a position in PTEN in Q3 2024 and held it in 2 quarters. The position peaked at $454 in Q4 2024. 381 funds tracked by Wall St. Rank hold PTEN as of Q1 2025.

  • Concord Wealth Partners reported no remaining Patterson-UTI position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 55 Patterson-UTI shares in Q1 2025, an estimated $454.
  • Concord Wealth Partners first reported a position in Patterson-UTI in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Patterson-UTI position peaked at $454 in Q4 2024.
  • 381 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.