MFS
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Mirabella Financial Services’s Patterson-UTI PTEN Stock Holding History

Mirabella Financial Services’s Portfolio PTEN Stock Details PTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-29,045
Closed -$150K – 767
2025
Q3 		$150K Buy
+29,045
New +$167K 0.01% 241
2024
Q2 		– Sell
-30,377
Closed -$363K – 646
2024
Q1 		$363K Sell
30,377
-13,206
-30% -$147K 0.03% 350
2023
Q4 		$471K Buy
+43,583
New +$530K 0.07% 219

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Fuller & Thaler Asset Management
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American Century Companies
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SG
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State Street
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Goldman Sachs
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return