MWM
PDCO
Mascoma Wealth Management’s Patterson Companies, Inc. PDCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-824
| Closed | -$25.7K | – | 505 |
|
|
2025
Q1 | $25.7K | Hold |
824
| – | – | 0.01% | 246 |
|
|
2024
Q4 | $25.4K | Hold |
824
| – | – | 0.01% | 258 |
|
|
2024
Q3 | $18K | Hold |
824
| – | – | ﹤0.01% | 276 |
|
|
2024
Q2 | $19.9K | Hold |
824
| – | – | 0.01% | 271 |
|
|
2024
Q1 | $22.8K | Hold |
824
| – | – | 0.01% | 248 |
|
|
2023
Q4 | $23.4K | Hold |
824
| – | – | 0.01% | 258 |
|
|
2023
Q3 | $24.4K | Hold |
824
| – | – | 0.01% | 253 |
|
|
2023
Q2 | $27.4K | Hold |
824
| – | – | 0.01% | 240 |
|
|
2023
Q1 | $22.3K | Hold |
824
| – | – | 0.01% | 326 |
|
|
2022
Q4 | $23.1K | Hold |
824
| – | – | 0.01% | 318 |
|
|
2022
Q3 | $20K | Hold |
824
| – | – | 0.01% | 328 |
|
|
2022
Q2 | $25K | Hold |
824
| – | – | 0.01% | 328 |
|
|
2022
Q1 | $27K | Hold |
824
| – | – | 0.01% | 336 |
|
|
2021
Q4 | $24K | Hold |
824
| – | – | 0.01% | 306 |
|
|
2021
Q3 | $25K | Buy |
+824
| New | +$25K | 0.01% | 269 |
|
|
2021
Q2 | – | Sell |
-824
| Closed | -$26K | – | 445 |
|
|
2021
Q1 | $26K | Buy |
+824
| New | +$26K | 0.01% | 271 |
|
|
2019
Q3 | – | Sell |
-824
| Closed | -$19K | – | 361 |
|
|
2019
Q2 | $19K | Hold |
824
| – | – | 0.01% | 234 |
|
|
2019
Q1 | $18K | Hold |
824
| – | – | 0.01% | 233 |
|
|
2018
Q4 | $16K | Hold |
824
| – | – | 0.01% | 230 |
|
|
2018
Q3 | $20K | Hold |
824
| – | – | 0.01% | 237 |
|
|
2018
Q2 | $19K | Hold |
824
| – | – | 0.01% | 227 |
|
|
2018
Q1 | $18K | Hold |
824
| – | – | 0.01% | 228 |
|
|
2017
Q4 | $29K | Hold |
824
| – | – | 0.02% | 185 |
|
|
2017
Q3 | $32K | Hold |
824
| – | – | 0.02% | 181 |
|
|
2017
Q2 | $39K | Hold |
824
| – | – | 0.03% | 174 |
|
|
2017
Q1 | $37K | Hold |
824
| – | – | 0.03% | 166 |
|
|
2016
Q4 | $34K | Buy |
+824
| New | +$34K | 0.03% | 174 |
|