Mascoma Wealth Management’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
Q2 | – | Sell |
-824
| Closed | -$25.7K | – | 504 |
|
|
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 | +$26.3K | 0.01% | 271 |
|
|
2019
Q3 | – | Sell |
-824
| Closed | -$19K | – | 358 |
|
|
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 | +$35.5K | 0.03% | 174 |
|
Other funds holding PDCO
SRC
RP
SS
IA
Mascoma Wealth Management's PDCO Position: Q2 2025 in Review
Mascoma Wealth Management sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 824 shares — an estimated $25.7K sold.
Mascoma Wealth Management first reported a position in PDCO in Q4 2016 and held it in 27 quarters. The position peaked at $39K in Q2 2017. 6 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.
- Mascoma Wealth Management reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
- Mascoma Wealth Management sold 824 Patterson Companies, Inc. shares in Q2 2025, an estimated $25.7K.
- Mascoma Wealth Management first reported a position in Patterson Companies, Inc. in Q4 2016 and held it in 27 quarters.
- Mascoma Wealth Management's Patterson Companies, Inc. position peaked at $39K in Q2 2017.
- 6 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.
Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.