Mission 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 |
-30,802
| Closed | -$962K | – | 718 |
|
|
2025
Q1 | $962K | Sell |
30,802
-394
| -1% | -$12.2K | 0.02% | 313 |
|
|
2024
Q4 | $963K | Sell |
31,196
-4,083
| -12% | -$94.9K | 0.02% | 299 |
|
|
2024
Q3 | $770K | Sell |
35,279
-787
| -2% | -$18.6K | 0.02% | 346 |
|
|
2024
Q2 | $870K | Sell |
36,066
-1,146
| -3% | -$28.7K | 0.02% | 306 |
|
|
2024
Q1 | $1.03M | Sell |
37,212
-1,804
| -5% | -$51.4K | 0.03% | 289 |
|
|
2023
Q4 | $1.11M | Buy |
39,016
+1,869
| +5% | +$55K | 0.04% | 219 |
|
|
2023
Q3 | $1.1M | Buy |
37,147
+1,382
| +4% | +$43.8K | 0.04% | 203 |
|
|
2023
Q2 | $1.19M | Buy |
35,765
+1,359
| +4% | +$37.5K | 0.04% | 196 |
|
|
2023
Q1 | $921K | Buy |
34,406
+2,291
| +7% | +$64.4K | 0.04% | 228 |
|
|
2022
Q4 | $900K | Buy |
32,115
+278
| +0.9% | +$7.67K | 0.04% | 223 |
|
|
2022
Q3 | $765K | Buy |
31,837
+631
| +2% | +$18.1K | 0.04% | 228 |
|
|
2022
Q2 | $946K | Buy |
31,206
+6,956
| +29% | +$218K | 0.05% | 197 |
|
|
2022
Q1 | $785K | Buy |
24,250
+3,391
| +16% | +$101K | 0.04% | 236 |
|
|
2021
Q4 | $612K | Buy |
20,859
+116
| +0.6% | +$3.63K | 0.03% | 273 |
|
|
2021
Q3 | $625K | Sell |
20,743
-45
| -0.2% | -$1.37K | 0.03% | 249 |
|
|
2021
Q2 | $632K | Sell |
20,788
-1,078
| -5% | -$36.3K | 0.03% | 247 |
|
|
2021
Q1 | $699K | Buy |
21,866
+2,405
| +12% | +$76.8K | 0.04% | 200 |
|
|
2020
Q4 | $577K | Buy |
19,461
+7,234
| +59% | +$205K | 0.04% | 206 |
|
|
2020
Q3 | $295K | Buy |
12,227
+536
| +5% | +$13.6K | 0.02% | 283 |
|
|
2020
Q2 | $257K | Buy |
11,691
+1,509
| +15% | +$26.4K | 0.02% | 276 |
|
|
2020
Q1 | $156K | Buy |
10,182
+47
| +0.5% | +$1.01K | 0.02% | 282 |
|
|
2019
Q4 | $208K | Buy |
+10,135
| New | +$192K | 0.02% | 321 |
|
|
2019
Q3 | – | Sell |
-10,385
| Closed | -$238K | – | 333 |
|
|
2019
Q2 | $238K | Buy |
10,385
+303
| +3% | +$6.73K | 0.03% | 272 |
|
|
2019
Q1 | $220K | Buy |
+10,082
| New | +$223K | 0.03% | 293 |
|
Other funds holding PDCO
SRC
RP
SS
IA
Mission Wealth Management's PDCO Position: Q2 2025 in Review
Mission Wealth Management sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 30,802 shares — an estimated $962K sold.
Mission Wealth Management first reported a position in PDCO in Q1 2019 and held it in 24 quarters. The position peaked at $1.19M in Q2 2023. 6 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.
- Mission Wealth Management reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
- Mission Wealth Management sold 30,802 Patterson Companies, Inc. shares in Q2 2025, an estimated $962K.
- Mission Wealth Management first reported a position in Patterson Companies, Inc. in Q1 2019 and held it in 24 quarters.
- Mission Wealth Management's Patterson Companies, Inc. position peaked at $1.19M in Q2 2023.
- 6 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.
Based on Mission Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.