HighMark Wealth Management’s Patterson-UTI PTEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4 | Hold |
1
| – | – | ﹤0.01% | 615 |
|
|
2025
Q1 | $6 | Hold |
1
| – | – | ﹤0.01% | 573 |
|
|
2024
Q4 | $6 | Hold |
1
| – | – | ﹤0.01% | 573 |
|
|
2024
Q3 | $5 | Sell |
1
-4
| -80% | -$20 | ﹤0.01% | 595 |
|
|
2024
Q2 | $48 | Hold |
5
| – | – | ﹤0.01% | 578 |
|
|
2024
Q1 | $55 | Hold |
5
| – | – | ﹤0.01% | 559 |
|
|
2023
Q4 | $50 | Hold |
5
| – | – | ﹤0.01% | 571 |
|
|
2023
Q3 | $63 | Buy |
+5
| New | +$63 | ﹤0.01% | 561 |
|
|
2022
Q1 | – | Sell |
-4,773
| Closed | -$40K | – | 532 |
|
|
2021
Q4 | $40K | Buy |
4,773
+12
| +0.3% | +$101 | 0.03% | 132 |
|
|
2021
Q3 | $43K | Buy |
+4,761
| New | +$43K | 0.03% | 126 |
|