Heritage Wealth Management (Arizona)’s Patrick Industries PATK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$227K Sell
2024
Q1
$281K Sell
2023
Q4
$238K Buy
2022
Q4
$429K Buy
2022
Q3
$117K Buy
2022
Q2
$134K Buy
2022
Q1
$131K Buy
2021
Q3
$97K Buy
2021
Q2
$68K Buy