Plante Moran Financial Advisors’s Patterson-UTI PTEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-592
| Closed | -$4.89K | – | 936 |
|
|
2024
Q4 | $4.89K | Hold |
592
| – | – | ﹤0.01% | 689 |
|
|
2024
Q3 | $4.53K | Sell |
592
-59
| -9% | -$451 | ﹤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% | 610 |
|
|
2022
Q1 | $10K | Hold |
651
| – | – | ﹤0.01% | 605 |
|
|
2021
Q4 | $6K | Buy |
651
+59
| +10% | +$544 | ﹤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 | +$3K | ﹤0.01% | 752 |
|
|
2017
Q1 | – | Sell |
-216
| Closed | -$6K | – | 995 |
|
|
2016
Q4 | $6K | Buy |
216
+13
| +6% | +$361 | ﹤0.01% | 684 |
|
|
2016
Q3 | $5K | Buy |
203
+62
| +44% | +$1.53K | ﹤0.01% | 705 |
|
|
2016
Q2 | $3K | Hold |
141
| – | – | ﹤0.01% | 733 |
|
|
2016
Q1 | $2K | Buy |
+141
| New | +$2K | ﹤0.01% | 739 |
|