GWM
Geneos Wealth Management’s Patterson-UTI PTEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836 | Sell |
141
-673
| -83% | -$3.99K | ﹤0.01% | 3031 |
|
|
2025
Q1 | $6.69K | Buy |
814
+718
| +748% | +$5.9K | ﹤0.01% | 2683 |
|
|
2024
Q4 | $793 | Hold |
96
| – | – | ﹤0.01% | 2820 |
|
|
2024
Q3 | $734 | Buy |
+96
| New | +$734 | ﹤0.01% | 2501 |
|
|
2022
Q3 | – | Sell |
-40
| Closed | – | – | 2455 |
|
|
2022
Q2 | $0 | Hold |
40
| – | – | ﹤0.01% | 2743 |
|
|
2022
Q1 | $0 | Buy |
+40
| New | – | ﹤0.01% | 2928 |
|
|
2018
Q4 | – | Sell |
-6,728
| Closed | -$115K | – | 2463 |
|
|
2018
Q3 | $115K | Buy |
+6,728
| New | +$115K | 0.01% | 839 |
|
|
2017
Q1 | – | Sell |
-72
| Closed | -$1K | – | 2121 |
|
|
2016
Q4 | $1K | Hold |
72
| – | – | ﹤0.01% | 1986 |
|
|
2016
Q3 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 1912 |
|