Creative Planning’s Patrick Industries PATK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Sell |
3,845
-4,135
| -52% | -$382K | ﹤0.01% | 2748 |
|
|
2025
Q1 | $675K | Buy |
7,980
+4,152
| +108% | +$351K | ﹤0.01% | 2031 |
|
|
2024
Q4 | $318K | Buy |
3,828
+279
| +8% | +$23.2K | ﹤0.01% | 2605 |
|
|
2024
Q3 | $337K | Buy |
+3,549
| New | +$337K | ﹤0.01% | 2431 |
|
|
2023
Q4 | – | Sell |
-113
| Closed | -$5.63K | – | 2930 |
|
|
2023
Q3 | $5.63K | Buy |
+113
| New | +$5.63K | ﹤0.01% | 2662 |
|
|
2018
Q3 | – | Sell |
-6,216
| Closed | -$236K | – | 1987 |
|
|
2018
Q2 | $236K | Sell |
6,216
-38
| -0.6% | -$1.44K | ﹤0.01% | 1513 |
|
|
2018
Q1 | $258K | Buy |
+6,254
| New | +$258K | ﹤0.01% | 1428 |
|
|
2017
Q3 | – | Sell |
-171
| Closed | -$6K | – | 3074 |
|
|
2017
Q2 | $6K | Buy |
+171
| New | +$6K | ﹤0.01% | 3862 |
|
|
2017
Q1 | – | Sell |
-16
| Closed | -$1K | – | 4629 |
|
|
2016
Q4 | $1K | Sell |
16
-639
| -98% | -$39.9K | ﹤0.01% | 4314 |
|
|
2016
Q3 | $18K | Buy |
655
+14
| +2% | +$385 | ﹤0.01% | 3089 |
|
|
2016
Q2 | $17K | Sell |
641
-435
| -40% | -$11.5K | ﹤0.01% | 2881 |
|
|
2016
Q1 | $22K | Buy |
1,076
+959
| +820% | +$19.6K | ﹤0.01% | 2678 |
|
|
2015
Q4 | $2K | Buy |
+117
| New | +$2K | ﹤0.01% | 3955 |
|
|
2015
Q2 | – | Sell |
-932
| Closed | -$17K | – | 2319 |
|
|
2015
Q1 | $17K | Buy |
+932
| New | +$17K | ﹤0.01% | 2819 |
|
|
2013
Q4 | – | Sell |
-1,013
| Closed | -$9K | – | 3421 |
|
|
2013
Q3 | $9K | Buy |
+1,013
| New | +$9K | ﹤0.01% | 2505 |
|