IFP Advisors’s Patterson Companies, Inc. PDCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-359
| Closed | -$11.2K | – | 5189 |
|
|
2025
Q2 | $11.2K | Buy |
359
+193
| +116% | +$6.01K | ﹤0.01% | 2841 |
|
|
2025
Q1 | $5.19K | Hold |
166
| – | – | ﹤0.01% | 2831 |
|
|
2024
Q4 | $5.12K | Buy |
166
+97
| +141% | +$2.25K | ﹤0.01% | 2786 |
|
|
2024
Q3 | $1.51K | Hold |
69
| – | – | ﹤0.01% | 2991 |
|
|
2024
Q2 | $1.66K | Hold |
69
| – | – | ﹤0.01% | 2854 |
|
|
2024
Q1 | $1.91K | Hold |
69
| – | – | ﹤0.01% | 2710 |
|
|
2023
Q4 | $1.96K | Hold |
69
| – | – | ﹤0.01% | 2685 |
|
|
2023
Q3 | $2.04K | Hold |
69
| – | – | ﹤0.01% | 2831 |
|
|
2023
Q2 | $2.29K | Hold |
69
| – | – | ﹤0.01% | 2831 |
|
|
2023
Q1 | $1.45K | Sell |
69
-697
| -91% | -$19.6K | ﹤0.01% | 2990 |
|
|
2022
Q4 | $19K | Buy |
766
+25
| +3% | +$690 | ﹤0.01% | 2945 |
|
|
2022
Q3 | $18K | Buy |
741
+2
| +0.3% | +$57 | ﹤0.01% | 3213 |
|
|
2022
Q2 | $18K | Hold |
739
| – | – | ﹤0.01% | 2968 |
|
|
2022
Q1 | $18K | Buy |
739
+670
| +971% | +$19.9K | ﹤0.01% | 2968 |
|
|
2021
Q4 | $2K | Hold |
69
| – | – | ﹤0.01% | 2862 |
|
|
2021
Q3 | $2K | Hold |
69
| – | – | ﹤0.01% | 2912 |
|
|
2021
Q2 | $2K | Hold |
69
| – | – | ﹤0.01% | 2801 |
|
|
2021
Q1 | $2K | Hold |
69
| – | – | ﹤0.01% | 2731 |
|
|
2020
Q4 | $2K | Hold |
69
| – | – | ﹤0.01% | 2677 |
|
|
2020
Q3 | $2K | Hold |
69
| – | – | ﹤0.01% | 2535 |
|
|
2020
Q2 | $2K | Sell |
69
-577
| -89% | -$10.1K | ﹤0.01% | 2439 |
|
|
2020
Q1 | $12K | Sell |
646
-31
| -5% | -$670 | ﹤0.01% | 1716 |
|
|
2019
Q4 | $14K | Sell |
677
-570
| -46% | -$10.8K | ﹤0.01% | 1786 |
|
|
2019
Q3 | $23K | Buy |
+1,247
| New | +$23.3K | ﹤0.01% | 1711 |
|
|
2019
Q1 | – | Sell |
-659
| Closed | -$13K | – | 3547 |
|
|
2018
Q4 | $13K | Buy |
659
+385
| +141% | +$8.99K | ﹤0.01% | 2383 |
|
|
2018
Q3 | $7K | Buy |
274
+205
| +297% | +$4.86K | ﹤0.01% | 3080 |
|
|
2018
Q2 | $2K | Buy |
69
+52
| +306% | +$1.17K | ﹤0.01% | 3645 |
|
|
2018
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 3683 |
|
|
2017
Q4 | $1K | Sell |
17
-372
| -96% | -$13.6K | ﹤0.01% | 3734 |
|
|
2017
Q3 | $15K | Buy |
389
+220
| +130% | +$8.78K | ﹤0.01% | 2803 |
|
|
2017
Q2 | $8K | Hold |
169
| – | – | ﹤0.01% | 3185 |
|
|
2017
Q1 | $8K | Hold |
169
| – | – | ﹤0.01% | 3070 |
|
|
2016
Q4 | $7K | Hold |
169
| – | – | ﹤0.01% | 3143 |
|
|
2016
Q3 | $8K | Hold |
169
| – | – | ﹤0.01% | 2999 |
|
|
2016
Q2 | $8K | Buy |
+169
| New | +$7.79K | ﹤0.01% | 2893 |
|
|
2016
Q1 | – | Sell |
-87
| Closed | -$4K | – | 3522 |
|
|
2015
Q4 | $4K | Buy |
+87
| New | +$4K | ﹤0.01% | 3109 |
|
