GWM
PDCO
Geneos Wealth Management’s Patterson Companies, Inc. PDCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-56
| Closed | -$1.75K | – | 3262 |
|
2025
Q1 | $1.75K | Buy |
+56
| New | +$1.75K | ﹤0.01% | 2990 |
|
2022
Q3 | – | Sell |
-167
| Closed | -$5K | – | 2641 |
|
2022
Q2 | $5K | Sell |
167
-5
| -3% | -$150 | ﹤0.01% | 2214 |
|
2022
Q1 | $5K | Buy |
172
+5
| +3% | +$145 | ﹤0.01% | 2368 |
|
2021
Q4 | $4K | Sell |
167
-107
| -39% | -$2.56K | ﹤0.01% | 2496 |
|
2021
Q3 | $8K | Buy |
274
+107
| +64% | +$3.12K | ﹤0.01% | 2321 |
|
2021
Q2 | $5K | Hold |
167
| – | – | ﹤0.01% | 2476 |
|
2021
Q1 | $5K | Hold |
167
| – | – | ﹤0.01% | 2683 |
|
2020
Q4 | $5K | Hold |
167
| – | – | ﹤0.01% | 2508 |
|
2020
Q3 | $3K | Hold |
167
| – | – | ﹤0.01% | 2355 |
|
2020
Q2 | $3K | Hold |
167
| – | – | ﹤0.01% | 2316 |
|
2020
Q1 | $2K | Hold |
167
| – | – | ﹤0.01% | 2309 |
|
2019
Q4 | $3K | Hold |
167
| – | – | ﹤0.01% | 2332 |
|
2019
Q3 | $2K | Hold |
167
| – | – | ﹤0.01% | 2340 |
|
2019
Q2 | $3K | Hold |
167
| – | – | ﹤0.01% | 2269 |
|
2019
Q1 | $3K | Sell |
167
-53
| -24% | -$952 | ﹤0.01% | 2195 |
|
2018
Q4 | $4K | Sell |
220
-366
| -62% | -$6.66K | ﹤0.01% | 2082 |
|
2018
Q3 | $14K | Buy |
586
+310
| +112% | +$7.41K | ﹤0.01% | 1734 |
|
2018
Q2 | $6K | Hold |
276
| – | – | ﹤0.01% | 1892 |
|
2018
Q1 | $6K | Sell |
276
-150
| -35% | -$3.26K | ﹤0.01% | 1828 |
|
2017
Q4 | $15K | Hold |
426
| – | – | ﹤0.01% | 1501 |
|
2017
Q3 | $16K | Hold |
426
| – | – | ﹤0.01% | 1423 |
|
2017
Q2 | $20K | Hold |
426
| – | – | ﹤0.01% | 1288 |
|
2017
Q1 | $19K | Hold |
426
| – | – | ﹤0.01% | 1259 |
|
2016
Q4 | $17K | Buy |
426
+66
| +18% | +$2.63K | ﹤0.01% | 1261 |
|
2016
Q3 | $16K | Buy |
360
+43
| +14% | +$1.91K | ﹤0.01% | 1220 |
|
2016
Q2 | $15K | Hold |
317
| – | – | ﹤0.01% | 1210 |
|
2016
Q1 | $14K | Buy |
+317
| New | +$14K | ﹤0.01% | 1211 |
|