Creative Planning’s Patterson Companies, Inc. PDCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-46,656
| Closed | -$1.46M | – | 3727 |
|
|
2025
Q1 | $1.46M | Sell |
46,656
-12,789
| -22% | -$400K | ﹤0.01% | 1415 |
|
|
2024
Q4 | $1.83M | Buy |
+59,445
| New | +$1.83M | ﹤0.01% | 1182 |
|
|
2024
Q3 | – | Sell |
-9,452
| Closed | -$228K | – | 3269 |
|
|
2024
Q2 | $228K | Buy |
+9,452
| New | +$228K | ﹤0.01% | 2571 |
|
|
2023
Q4 | – | Sell |
-8,654
| Closed | -$257K | – | 3025 |
|
|
2023
Q3 | $257K | Buy |
+8,654
| New | +$257K | ﹤0.01% | 2051 |
|
|
2019
Q3 | – | Sell |
-10,781
| Closed | -$247K | – | 1958 |
|
|
2019
Q2 | $247K | Sell |
10,781
-2,985
| -22% | -$68.4K | ﹤0.01% | 1484 |
|
|
2019
Q1 | $301K | Sell |
13,766
-2,234
| -14% | -$48.8K | ﹤0.01% | 1316 |
|
|
2018
Q4 | $315K | Buy |
16,000
+386
| +2% | +$7.6K | ﹤0.01% | 1199 |
|
|
2018
Q3 | $382K | Buy |
15,614
+303
| +2% | +$7.41K | ﹤0.01% | 1239 |
|
|
2018
Q2 | $347K | Buy |
15,311
+1,105
| +8% | +$25K | ﹤0.01% | 1267 |
|
|
2018
Q1 | $316K | Sell |
14,206
-1,656
| -10% | -$36.8K | ﹤0.01% | 1308 |
|
|
2017
Q4 | $573K | Buy |
15,862
+1,264
| +9% | +$45.7K | ﹤0.01% | 989 |
|
|
2017
Q3 | $564K | Sell |
14,598
-157
| -1% | -$6.07K | ﹤0.01% | 982 |
|
|
2017
Q2 | $693K | Sell |
14,755
-1,260
| -8% | -$59.2K | ﹤0.01% | 850 |
|
|
2017
Q1 | $724K | Buy |
16,015
+551
| +4% | +$24.9K | ﹤0.01% | 795 |
|
|
2016
Q4 | $634K | Sell |
15,464
-5,522
| -26% | -$226K | ﹤0.01% | 809 |
|
|
2016
Q3 | $964K | Sell |
20,986
-13,036
| -38% | -$599K | 0.01% | 605 |
|
|
2016
Q2 | $1.63M | Hold |
34,022
| – | – | 0.01% | 387 |
|
|
2016
Q1 | $1.58M | Sell |
34,022
-200
| -0.6% | -$9.31K | 0.01% | 371 |
|
|
2015
Q4 | $1.55M | Hold |
34,222
| – | – | 0.01% | 374 |
|
|
2015
Q3 | $1.48M | Sell |
34,222
-12
| -0% | -$519 | 0.01% | 365 |
|
|
2015
Q2 | $1.67M | Buy |
34,234
+55
| +0.2% | +$2.68K | 0.02% | 332 |
|
|
2015
Q1 | $1.67M | Sell |
34,179
-6,535
| -16% | -$319K | 0.02% | 321 |
|
|
2014
Q4 | $1.96M | Buy |
40,714
+265
| +0.7% | +$12.7K | 0.02% | 277 |
|
|
2014
Q3 | $1.68M | Sell |
40,449
-75
| -0.2% | -$3.11K | 0.02% | 278 |
|
|
2014
Q2 | $1.6M | Buy |
40,524
+99
| +0.2% | +$3.91K | 0.02% | 272 |
|
|
2014
Q1 | $1.69M | Hold |
40,425
| – | – | 0.03% | 233 |
|
|
2013
Q4 | $1.67M | Sell |
40,425
-260
| -0.6% | -$10.7K | 0.03% | 210 |
|
|
2013
Q3 | $1.64M | Sell |
40,685
-6,024
| -13% | -$242K | 0.03% | 178 |
|
|
2013
Q2 | $1.76M | Buy |
+46,709
| New | +$1.76M | 0.04% | 149 |
|