NWM
PDCO
Nicola 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 |
-176,800
| Closed | -$5.52M | – | 120 |
|
|
2025
Q1 | $5.52M | Hold |
176,800
| – | – | 0.54% | 52 |
|
|
2024
Q4 | $7.84M | Hold |
176,800
| – | – | 0.74% | 46 |
|
|
2024
Q3 | $5.22M | Buy |
176,800
+46,000
| +35% | +$1.36M | 0.41% | 61 |
|
|
2024
Q2 | $4.32M | Buy |
130,800
+27,000
| +26% | +$891K | 0.39% | 59 |
|
|
2024
Q1 | $3.89M | Hold |
103,800
| – | – | 0.38% | 67 |
|
|
2023
Q4 | $3.91M | Hold |
103,800
| – | – | 0.41% | 59 |
|
|
2023
Q3 | $4.16M | Hold |
103,800
| – | – | 0.45% | 59 |
|
|
2023
Q2 | $4.57M | Buy |
103,800
+54,000
| +108% | +$2.38M | 0.45% | 59 |
|
|
2023
Q1 | $1.8M | Hold |
49,800
| – | – | 0.18% | 95 |
|
|
2022
Q4 | $1.89M | Buy |
49,800
+14,000
| +39% | +$531K | 0.19% | 98 |
|
|
2022
Q3 | $1.18M | Buy |
35,800
+23,000
| +180% | +$757K | 0.13% | 113 |
|
|
2022
Q2 | $500K | Buy |
+12,800
| New | +$500K | 0.05% | 124 |
|