EverSource Wealth Advisors’s Patrick Industries PATK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$107K Buy
1,157
+1,007
+671% +$92.9K ﹤0.01% 1161
2025
Q1
$12.7K Buy
150
+11
+8% +$930 ﹤0.01% 1974
2024
Q4
$11.5K Sell
139
-1
-0.7% -$83 ﹤0.01% 1912
2024
Q3
$13.2K Hold
140
﹤0.01% 1711
2024
Q2
$11.9K Buy
140
+26
+23% +$2.21K ﹤0.01% 1753
2024
Q1
$7.94K Hold
114
﹤0.01% 1818
2023
Q4
$7.63K Hold
114
﹤0.01% 1686
2023
Q3
$5.71K Hold
114
﹤0.01% 1659
2023
Q2
$6.08K Hold
114
﹤0.01% 1643
2023
Q1
$5.23K Sell
114
-57
-33% -$2.62K ﹤0.01% 1631
2022
Q4
$6.91K Buy
+171
New +$6.91K ﹤0.01% 1475
2022
Q2
Sell
-47
Closed -$2K 1847
2022
Q1
$2K Buy
+47
New +$2K ﹤0.01% 1557