Global Retirement Partners’s Patterson-UTI PTEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$61.8K	Buy	10,120 +9,912	+4,765%	+$59.2K	﹤0.01%	2228
2025 Q3	$1.08K	Hold	208	–	–	﹤0.01%	3509
2025 Q2	$1.23K	Buy	+208	New	+$1.25K	﹤0.01%	3389
2024 Q4	$1.72K	Sell	208 -109	-34%	-$874	﹤0.01%	3129
2024 Q3	$2.42K	Buy	317 +44	+16%	+$405	﹤0.01%	2876
2024 Q2	$2.83K	Buy	273 +8	+3%	+$88	﹤0.01%	2834
2024 Q1	$3.16K	Sell	265 -37	-12%	-$411	﹤0.01%	2565
2023 Q4	$3.03K	Hold	302	–	–	﹤0.01%	2519
2023 Q3	$3.72K	Sell	302 -27,000	-99%	-$395K	﹤0.01%	2298
2023 Q2	$327K	Hold	27,302	–	–	0.02%	547
2023 Q1	$281K	Buy	27,302 +27,139	+16,650%	+$396K	0.02%	559
2022 Q4	$2.75K	Hold	163	–	–	﹤0.01%	2244
2022 Q3	$3K	Sell	163 -56	-26%	-$800	﹤0.01%	2139
2022 Q2	$3K	Buy	219 +70	+47%	+$1.18K	﹤0.01%	2094
2022 Q1	$3K	Buy	+149	New	+$1.88K	﹤0.01%	2091
2021 Q3	–	Sell	-5,000	Closed	-$50K	–	2046
2021 Q2	$50K	Sell	5,000 -13,000	-72%	-$110K	0.01%	849
2021 Q1	$128K	Sell	18,000 -17,000	-49%	-$120K	0.02%	508
2020 Q4	$184K	Sell	35,000 -15,000	-30%	-$59K	0.02%	414
2020 Q3	$143K	Hold	50,000	–	–	0.02%	420
2020 Q2	$174K	Buy	+50,000	New	+$172K	0.03%	381
2020 Q1	–	Sell	-1,377	Closed	-$14K	–	1667
2019 Q4	$14K	Hold	1,377	–	–	﹤0.01%	1075
2019 Q3	$12K	Buy	+1,377	New	+$13.5K	﹤0.01%	1084
2018 Q4	–	Sell	-344	Closed	-$6K	–	1537
2018 Q3	$6K	Hold	344	–	–	﹤0.01%	1192
2018 Q2	$6K	Buy	344 +60	+21%	+$1.2K	﹤0.01%	1167
2018 Q1	$5K	Buy	284 +82	+41%	+$1.71K	﹤0.01%	1159
2017 Q4	$5K	Buy	+202	New	+$4.19K	﹤0.01%	1119