JFS Wealth Advisors’s Patrick Industries PATK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48K | Sell |
16
-12
| -43% | -$1.11K | ﹤0.01% | 1471 |
|
|
2025
Q1 | $2.37K | Buy |
28
+13
| +87% | +$1.1K | ﹤0.01% | 1408 |
|
|
2024
Q4 | $1.25K | Buy |
15
+1
| +7% | +$83 | ﹤0.01% | 1631 |
|
|
2024
Q3 | $1.28K | Buy |
14
+2
| +17% | +$183 | ﹤0.01% | 1640 |
|
|
2024
Q2 | $869 | Hold |
12
| – | – | ﹤0.01% | 1696 |
|
|
2024
Q1 | $956 | Hold |
12
| – | – | ﹤0.01% | 1672 |
|
|
2023
Q4 | $803 | Buy |
12
+1
| +9% | +$67 | ﹤0.01% | 1696 |
|
|
2023
Q3 | $526 | Hold |
11
| – | – | ﹤0.01% | 1741 |
|
|
2023
Q2 | $560 | Sell |
11
-1
| -8% | -$51 | ﹤0.01% | 1739 |
|
|
2023
Q1 | $551 | Buy |
12
+3
| +33% | +$138 | ﹤0.01% | 1710 |
|
|
2022
Q4 | $364 | Buy |
9
+6
| +200% | +$243 | ﹤0.01% | 1779 |
|
|
2022
Q3 | $0 | Sell |
3
-2
| -40% | – | ﹤0.01% | 1872 |
|
|
2022
Q2 | $0 | Sell |
5
-1
| -17% | – | ﹤0.01% | 1885 |
|
|
2022
Q1 | $0 | Buy |
6
+3
| +100% | – | ﹤0.01% | 1924 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1834 |
|