Sequoia 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
Q2 | – | Sell |
-36,561
| Closed | -$301K | – | 1594 |
|
|
2025
Q1 | $301K | Buy |
36,561
+4,691
| +15% | +$38.6K | ﹤0.01% | 1052 |
|
|
2024
Q4 | $263K | Buy |
31,870
+12,322
| +63% | +$102K | ﹤0.01% | 1068 |
|
|
2024
Q3 | $150K | Buy |
19,548
+1,879
| +11% | +$14.4K | ﹤0.01% | 1193 |
|
|
2024
Q2 | $183K | Sell |
17,669
-1,814
| -9% | -$18.8K | ﹤0.01% | 1110 |
|
|
2024
Q1 | $233K | Sell |
19,483
-14,425
| -43% | -$172K | ﹤0.01% | 976 |
|
|
2023
Q4 | $366K | Buy |
33,908
+20,996
| +163% | +$227K | ﹤0.01% | 847 |
|
|
2023
Q3 | $179K | Buy |
+12,912
| New | +$179K | ﹤0.01% | 873 |
|