Integrated Wealth Concepts’s Patterson Companies, Inc. PDCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-81,092
| Closed | -$2.53M | – | 2024 |
|
|
2025
Q1 | $2.53M | Buy |
81,092
+1
| +0% | +$31 | 0.03% | 519 |
|
|
2024
Q4 | $2.5M | Sell |
81,091
-15,776
| -16% | -$487K | 0.03% | 489 |
|
|
2024
Q3 | $2.12M | Sell |
96,867
-316
| -0.3% | -$6.9K | 0.03% | 534 |
|
|
2024
Q2 | $2.34M | Buy |
97,183
+503
| +0.5% | +$12.1K | 0.03% | 464 |
|
|
2024
Q1 | $2.67M | Buy |
96,680
+1
| +0% | +$28 | 0.04% | 421 |
|
|
2023
Q4 | $2.75M | Sell |
96,679
-104
| -0.1% | -$2.96K | 0.05% | 371 |
|
|
2023
Q3 | $2.87M | Buy |
96,783
+271
| +0.3% | +$8.03K | 0.05% | 336 |
|
|
2023
Q2 | $3.21M | Sell |
96,512
-20,052
| -17% | -$667K | 0.06% | 319 |
|
|
2023
Q1 | $3.12M | Buy |
116,564
+1,334
| +1% | +$35.7K | 0.06% | 274 |
|
|
2022
Q4 | $3.23M | Sell |
115,230
-35,000
| -23% | -$981K | 0.09% | 217 |
|
|
2022
Q3 | $3.61M | Hold |
150,230
| – | – | 0.12% | 179 |
|
|
2022
Q2 | $4.55M | Buy |
150,230
+177
| +0.1% | +$5.36K | 0.14% | 148 |
|
|
2022
Q1 | $4.86M | Sell |
150,053
-2
| -0% | -$65 | 0.15% | 131 |
|
|
2021
Q4 | $4.4M | Hold |
150,055
| – | – | 0.13% | 141 |
|
|
2021
Q3 | $4.52M | Buy |
150,055
+1
| +0% | +$30 | 0.15% | 126 |
|
|
2021
Q2 | $4.56M | Buy |
150,054
+2
| +0% | +$61 | 0.16% | 119 |
|
|
2021
Q1 | $4.79M | Buy |
+150,052
| New | +$4.79M | 0.2% | 101 |
|