Mount Yale Investment Advisors’s Patrick Industries PATK Stock Holding History

Mount Yale Investment Advisors’s Portfolio PATK Stock Details PATK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$381K	Buy
2025 Q1	$345K	Buy
2024 Q4	$289K	Buy
2021 Q2	–	Sell
2021 Q1	$242K	Sell
2020 Q4	$236K	Buy
2018 Q4	–	Sell
2018 Q3	$214K	Buy
2018 Q2	$230K	Buy
2018 Q1	$214K	Buy