SWM
PDCO
Selective Wealth Management’s Patterson Companies, Inc. PDCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,353
| Closed | -$105K | – | 762 |
|
|
2022
Q3 | $105K | Buy |
4,353
+9
| +0.2% | +$217 | 0.05% | 203 |
|
|
2022
Q2 | $132K | Buy |
4,344
+9
| +0.2% | +$273 | 0.05% | 191 |
|
|
2022
Q1 | $140K | Buy |
4,335
+10
| +0.2% | +$323 | 0.05% | 173 |
|
|
2021
Q4 | $127K | Buy |
4,325
+9
| +0.2% | +$264 | 0.05% | 168 |
|
|
2021
Q3 | $130K | Buy |
4,316
+9
| +0.2% | +$271 | 0.07% | 147 |
|
|
2021
Q2 | $131K | Buy |
4,307
+8
| +0.2% | +$243 | 0.1% | 93 |
|
|
2021
Q1 | $137K | Sell |
4,299
-987
| -19% | -$31.5K | 0.12% | 64 |
|
|
2020
Q4 | $157K | Sell |
5,286
-704
| -12% | -$20.9K | 0.1% | 67 |
|
|
2020
Q3 | $144K | Buy |
5,990
+10
| +0.2% | +$240 | 0.11% | 63 |
|
|
2020
Q2 | $132K | Sell |
5,980
-883
| -13% | -$19.5K | 0.11% | 63 |
|
|
2020
Q1 | $105K | Buy |
6,863
+11
| +0.2% | +$168 | 0.16% | 40 |
|
|
2019
Q4 | $140K | Sell |
6,852
-1,001
| -13% | -$20.5K | 0.17% | 38 |
|
|
2019
Q3 | $140K | Buy |
+7,853
| New | +$140K | 0.19% | 44 |
|
|
2018
Q3 | $191K | Buy |
+7,799
| New | +$191K | 2.28% | 14 |
|