Heritage Wealth Management (Arizona)’s Patrick Industries PATK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $227K | Sell |
3,141
-386
| -11% | -$27.9K | 0.13% | 153 |
|
|
2024
Q1 | $281K | Sell |
3,527
-31
| -0.9% | -$2.47K | 0.14% | 130 |
|
|
2023
Q4 | $238K | Buy |
+3,558
| New | +$238K | 0.13% | 145 |
|
|
2022
Q4 | $429K | Buy |
10,623
+6,636
| +166% | +$268K | 0.06% | 240 |
|
|
2022
Q3 | $117K | Buy |
3,987
+108
| +3% | +$3.17K | 0.04% | 309 |
|
|
2022
Q2 | $134K | Buy |
3,879
+616
| +19% | +$21.3K | 0.04% | 306 |
|
|
2022
Q1 | $131K | Buy |
+3,263
| New | +$131K | 0.04% | 336 |
|
|
2021
Q3 | $97K | Buy |
1,754
+354
| +25% | +$19.6K | 0.03% | 347 |
|
|
2021
Q2 | $68K | Buy |
+1,400
| New | +$68K | 0.03% | 406 |
|