Plante Moran Financial Advisors’s Patterson-UTI PTEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-592	Closed	-$4.89K	–	927
2024 Q4	$4.89K	Hold	592	–	–	﹤0.01%	689
2024 Q3	$4.53K	Sell	592 -59	-9%	-$544	﹤0.01%	693
2024 Q2	$6.74K	Hold	651	–	–	﹤0.01%	619
2024 Q1	$7.77K	Hold	651	–	–	﹤0.01%	637
2023 Q4	$7.03K	Hold	651	–	–	﹤0.01%	606
2023 Q3	$9.01K	Hold	651	–	–	﹤0.01%	539
2023 Q2	$7.79K	Hold	651	–	–	﹤0.01%	582
2023 Q1	$7.62K	Hold	651	–	–	﹤0.01%	599
2022 Q4	$11K	Hold	651	–	–	﹤0.01%	567
2022 Q3	$8K	Hold	651	–	–	﹤0.01%	625
2022 Q2	$10K	Hold	651	–	–	﹤0.01%	612
2022 Q1	$10K	Hold	651	–	–	﹤0.01%	605
2021 Q4	$6K	Buy	651 +59	+10%	+$508	﹤0.01%	793
2021 Q3	$5K	Hold	592	–	–	﹤0.01%	789
2021 Q2	$6K	Hold	592	–	–	﹤0.01%	762
2021 Q1	$4K	Hold	592	–	–	﹤0.01%	822
2020 Q4	$3K	Buy	+592	New	+$2.33K	﹤0.01%	752
2017 Q1	–	Sell	-216	Closed	-$6K	–	997
2016 Q4	$6K	Buy	216 +13	+6%	+$321	﹤0.01%	685
2016 Q3	$5K	Buy	203 +62	+44%	+$1.25K	﹤0.01%	706
2016 Q2	$3K	Hold	141	–	–	﹤0.01%	735
2016 Q1	$2K	Buy	+141	New	+$2.1K	﹤0.01%	739