MWM
PDCO
Mission 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 |
-30,802
| Closed | -$962K | – | 673 |
|
|
2025
Q1 | $962K | Sell |
30,802
-394
| -1% | -$12.3K | 0.02% | 296 |
|
|
2024
Q4 | $963K | Sell |
31,196
-4,083
| -12% | -$126K | 0.02% | 284 |
|
|
2024
Q3 | $770K | Sell |
35,279
-787
| -2% | -$17.2K | 0.02% | 331 |
|
|
2024
Q2 | $870K | Sell |
36,066
-1,146
| -3% | -$27.6K | 0.02% | 288 |
|
|
2024
Q1 | $1.03M | Sell |
37,212
-1,804
| -5% | -$49.9K | 0.03% | 274 |
|
|
2023
Q4 | $1.11M | Buy |
39,016
+1,869
| +5% | +$53.2K | 0.04% | 214 |
|
|
2023
Q3 | $1.1M | Buy |
37,147
+1,382
| +4% | +$41K | 0.04% | 194 |
|
|
2023
Q2 | $1.19M | Buy |
35,765
+1,359
| +4% | +$45.2K | 0.04% | 189 |
|
|
2023
Q1 | $921K | Buy |
34,406
+2,291
| +7% | +$61.3K | 0.04% | 218 |
|
|
2022
Q4 | $900K | Buy |
32,115
+278
| +0.9% | +$7.79K | 0.04% | 214 |
|
|
2022
Q3 | $765K | Buy |
31,837
+631
| +2% | +$15.2K | 0.04% | 218 |
|
|
2022
Q2 | $946K | Buy |
31,206
+6,956
| +29% | +$211K | 0.05% | 188 |
|
|
2022
Q1 | $785K | Buy |
24,250
+3,391
| +16% | +$110K | 0.04% | 224 |
|
|
2021
Q4 | $612K | Buy |
20,859
+116
| +0.6% | +$3.4K | 0.03% | 259 |
|
|
2021
Q3 | $625K | Sell |
20,743
-45
| -0.2% | -$1.36K | 0.03% | 234 |
|
|
2021
Q2 | $632K | Sell |
20,788
-1,078
| -5% | -$32.8K | 0.03% | 242 |
|
|
2021
Q1 | $699K | Buy |
21,866
+2,405
| +12% | +$76.9K | 0.04% | 199 |
|
|
2020
Q4 | $577K | Buy |
19,461
+7,234
| +59% | +$214K | 0.04% | 205 |
|
|
2020
Q3 | $295K | Buy |
12,227
+536
| +5% | +$12.9K | 0.02% | 283 |
|
|
2020
Q2 | $257K | Buy |
11,691
+1,509
| +15% | +$33.2K | 0.02% | 276 |
|
|
2020
Q1 | $156K | Buy |
10,182
+47
| +0.5% | +$720 | 0.02% | 282 |
|
|
2019
Q4 | $208K | Buy |
+10,135
| New | +$208K | 0.02% | 321 |
|
|
2019
Q3 | – | Sell |
-10,385
| Closed | -$238K | – | 333 |
|
|
2019
Q2 | $238K | Buy |
10,385
+303
| +3% | +$6.94K | 0.03% | 272 |
|
|
2019
Q1 | $220K | Buy |
+10,082
| New | +$220K | 0.03% | 292 |
|