Heritage Family Offices’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	$300K	Hold	3,571	–	–	0.15%	124
2025 Q1	$302K	Buy	3,571 +505	+16%	+$42.7K	0.15%	122
2024 Q4	$255K	Sell	3,066 -42	-1%	-$3.49K	0.13%	151
2024 Q3	$295K	Sell	3,108 -33	-1%	-$3.13K	0.15%	132
2024 Q2	$227K	Buy	+3,141	New	+$227K	0.13%	153