IFP Advisors’s Patterson-UTI PTEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.4K | Sell |
1,512
-279
| -16% | -$2.39K | ﹤0.01% | 2882 |
|
|
2025
Q4 | $10.9K | Buy |
1,791
+1,594
| +809% | +$9.52K | ﹤0.01% | 3016 |
|
|
2025
Q3 | $1.02K | Buy |
197
+116
| +143% | +$667 | ﹤0.01% | 3960 |
|
|
2025
Q2 | $2.06K | Buy |
+81
| New | +$488 | ﹤0.01% | 3886 |
|
|
2025
Q1 | – | Sell |
-219
| Closed | -$1.81K | – | 4616 |
|
|
2024
Q4 | $1.81K | Buy |
219
+65
| +42% | +$521 | ﹤0.01% | 3137 |
|
|
2024
Q3 | $1.18K | Buy |
+154
| New | +$1.42K | ﹤0.01% | 3052 |
|
|
2023
Q1 | – | Sell |
-1,330
| Closed | -$36K | – | 4199 |
|
|
2022
Q4 | $36K | Sell |
1,330
-901
| -40% | -$14.9K | ﹤0.01% | 2466 |
|
|
2022
Q3 | $54K | Sell |
2,231
-51
| -2% | -$729 | ﹤0.01% | 2311 |
|
|
2022
Q2 | $54K | Hold |
2,282
| – | – | ﹤0.01% | 2114 |
|
|
2022
Q1 | $54K | Buy |
2,282
+2,015
| +755% | +$25.4K | ﹤0.01% | 2114 |
|
|
2021
Q4 | $2K | Hold |
267
| – | – | ﹤0.01% | 2827 |
|
|
2021
Q3 | $2K | Hold |
267
| – | – | ﹤0.01% | 2887 |
|
|
2021
Q2 | $3K | Hold |
267
| – | – | ﹤0.01% | 2651 |
|
|
2021
Q1 | $2K | Hold |
267
| – | – | ﹤0.01% | 2702 |
|
|
2020
Q4 | $1K | Hold |
267
| – | – | ﹤0.01% | 2805 |
|
|
2020
Q3 | $1K | Hold |
267
| – | – | ﹤0.01% | 2690 |
|
|
2020
Q2 | $1K | Sell |
267
-42
| -14% | -$145 | ﹤0.01% | 2587 |
|
|
2020
Q1 | $1K | Sell |
309
-427
| -58% | -$2.76K | ﹤0.01% | 2586 |
|
|
2019
Q4 | $8K | Hold |
736
| – | – | ﹤0.01% | 2025 |
|
|
2019
Q3 | $7K | Buy |
+736
| New | +$7.22K | ﹤0.01% | 2230 |
|
|
2019
Q1 | – | Sell |
-688
| Closed | -$7K | – | 3180 |
|
|
2018
Q4 | $7K | Sell |
688
-10,063
| -94% | -$148K | ﹤0.01% | 2695 |
|
|
2018
Q3 | $184K | Buy |
10,751
+5,923
| +123% | +$102K | 0.01% | 1128 |
|
|
2018
Q2 | $87K | Buy |
4,828
+4,707
| +3,890% | +$94.4K | ﹤0.01% | 1559 |
|
|
2018
Q1 | $3K | Hold |
121
| – | – | ﹤0.01% | 3398 |
|
|
2017
Q4 | $3K | Sell |
121
-364
| -75% | -$7.54K | ﹤0.01% | 3448 |
|
|
2017
Q3 | $10K | Hold |
485
| – | – | ﹤0.01% | 3030 |
|
|
2017
Q2 | $10K | Hold |
485
| – | – | ﹤0.01% | 3024 |
|
|
2017
Q1 | $12K | Buy |
485
+8
| +2% | +$216 | ﹤0.01% | 2823 |
|
|
2016
Q4 | $13K | Buy |
477
+56
| +13% | +$1.38K | ﹤0.01% | 2760 |
|
|
2016
Q3 | $9K | Hold |
421
| – | – | ﹤0.01% | 2907 |
|
|
2016
Q2 | $9K | Buy |
+421
| New | +$7.93K | ﹤0.01% | 2808 |
|
|
2016
Q1 | – | Sell |
-919
| Closed | -$14K | – | 3186 |
|
|
2015
Q4 | $14K | Buy |
+919
| New | +$14.1K | ﹤0.01% | 2391 |
|
Other funds holding PTEN
VPM
VCM
SG
