Plante Moran Financial Advisors’s Patterson Companies, Inc. PDCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$24K | – | 976 |
|
|
2018
Q3 | $24K | Hold |
1,000
| – | – | 0.01% | 419 |
|
|
2018
Q2 | $23K | Hold |
1,000
| – | – | 0.01% | 458 |
|
|
2018
Q1 | $22K | Hold |
1,000
| – | – | 0.01% | 484 |
|
|
2017
Q4 | $36K | Hold |
1,000
| – | – | 0.02% | 410 |
|
|
2017
Q3 | $39K | Hold |
1,000
| – | – | 0.02% | 362 |
|
|
2017
Q2 | $47K | Hold |
1,000
| – | – | 0.03% | 331 |
|
|
2017
Q1 | $45K | Sell |
1,000
-387
| -28% | -$17.4K | 0.03% | 340 |
|
|
2016
Q4 | $57K | Buy |
1,387
+334
| +32% | +$13.7K | 0.04% | 306 |
|
|
2016
Q3 | $48K | Buy |
1,053
+9
| +0.9% | +$410 | 0.03% | 334 |
|
|
2016
Q2 | $50K | Buy |
1,044
+9
| +0.9% | +$431 | 0.04% | 280 |
|
|
2016
Q1 | $48K | Buy |
1,035
+35
| +4% | +$1.62K | 0.04% | 271 |
|
|
2015
Q4 | $45K | Hold |
1,000
| – | – | 0.03% | 297 |
|
|
2015
Q3 | $43K | Hold |
1,000
| – | – | 0.03% | 280 |
|
|
2015
Q2 | $49K | Hold |
1,000
| – | – | 0.04% | 300 |
|
|
2015
Q1 | $49K | Hold |
1,000
| – | – | 0.03% | 288 |
|
|
2014
Q4 | $48K | Hold |
1,000
| – | – | 0.04% | 283 |
|
|
2014
Q3 | $41K | Hold |
1,000
| – | – | 0.04% | 293 |
|
|
2014
Q2 | $40K | Buy |
+1,000
| New | +$40K | 0.04% | 267 |
|