Geneos Wealth Management’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 | $5.63K | Buy |
61
+2
| +3% | +$185 | ﹤0.01% | 2540 |
|
|
2025
Q1 | $16.5K | Buy |
59
+22
| +59% | +$6.15K | ﹤0.01% | 2410 |
|
|
2024
Q4 | $3.07K | Buy |
+37
| New | +$3.07K | ﹤0.01% | 2478 |
|
|
2021
Q2 | – | Sell |
-69
| Closed | -$4K | – | 3043 |
|
|
2021
Q1 | $4K | Buy |
+69
| New | +$4K | ﹤0.01% | 2734 |
|
|
2020
Q2 | – | Sell |
-750
| Closed | -$14K | – | 2605 |
|
|
2020
Q1 | $14K | Buy |
+750
| New | +$14K | ﹤0.01% | 1657 |
|