Mount Yale Investment Advisors’s Patrick Industries PATK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
4,132
+56
| +1% | +$5.17K | 0.03% | 399 |
|
|
2025
Q1 | $345K | Buy |
4,076
+595
| +17% | +$50.3K | 0.03% | 400 |
|
|
2024
Q4 | $289K | Buy |
+3,481
| New | +$289K | 0.02% | 451 |
|
|
2021
Q2 | – | Sell |
-4,271
| Closed | -$242K | – | 443 |
|
|
2021
Q1 | $242K | Sell |
4,271
-916
| -18% | -$51.9K | 0.03% | 365 |
|
|
2020
Q4 | $236K | Buy |
+5,187
| New | +$236K | 0.03% | 347 |
|
|
2018
Q4 | – | Sell |
-6,840
| Closed | -$214K | – | 642 |
|
|
2018
Q3 | $214K | Buy |
6,840
+768
| +13% | +$24K | 0.04% | 296 |
|
|
2018
Q2 | $230K | Buy |
6,072
+880
| +17% | +$33.3K | 0.04% | 290 |
|
|
2018
Q1 | $214K | Buy |
+5,192
| New | +$214K | 0.05% | 281 |
|