Mount Yale Investment Advisors’s Patrick Industries PATK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $378K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $381K | Buy |
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|
2025
Q1 | $345K | Buy |
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|
2024
Q4 | $289K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $242K | Sell |
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|
2020
Q4 | $236K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $214K | Buy |
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|
2018
Q2 | $230K | Buy |
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|
2018
Q1 | $214K | Buy |
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