Steward Partners Investment Advisory’s Patterson Companies, Inc. PDCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,519
| Closed | -$110K | – | 4274 |
|
|
2025
Q1 | $110K | Sell |
3,519
-1,667
| -32% | -$52.1K | ﹤0.01% | 1961 |
|
|
2024
Q4 | $160K | Buy |
5,186
+4,436
| +591% | +$137K | ﹤0.01% | 1739 |
|
|
2024
Q3 | $16.4K | Sell |
750
-150
| -17% | -$3.28K | ﹤0.01% | 2744 |
|
|
2024
Q2 | $21.7K | Sell |
900
-1,000
| -53% | -$24.1K | ﹤0.01% | 2502 |
|
|
2024
Q1 | $52.5K | Buy |
1,900
+100
| +6% | +$2.77K | ﹤0.01% | 2086 |
|
|
2023
Q4 | $51.2K | Buy |
1,800
+100
| +6% | +$2.85K | ﹤0.01% | 1983 |
|
|
2023
Q3 | $50.4K | Buy |
1,700
+1,000
| +143% | +$29.6K | ﹤0.01% | 1906 |
|
|
2023
Q2 | $23.3K | Buy |
700
+150
| +27% | +$4.99K | ﹤0.01% | 2216 |
|
|
2023
Q1 | $14.7K | Buy |
550
+150
| +38% | +$4.02K | ﹤0.01% | 2381 |
|
|
2022
Q4 | $11.2K | Sell |
400
-1,300
| -76% | -$36.4K | ﹤0.01% | 2497 |
|
|
2022
Q3 | $41K | Buy |
1,700
+1,500
| +750% | +$36.2K | ﹤0.01% | 1887 |
|
|
2022
Q2 | $6K | Sell |
200
-244
| -55% | -$7.32K | ﹤0.01% | 2729 |
|
|
2022
Q1 | $14K | Sell |
444
-79
| -15% | -$2.49K | ﹤0.01% | 2538 |
|
|
2021
Q4 | $15K | Sell |
523
-2,572
| -83% | -$73.8K | ﹤0.01% | 2457 |
|
|
2021
Q3 | $93K | Hold |
3,095
| – | – | ﹤0.01% | 1580 |
|
|
2021
Q2 | $94K | Buy |
3,095
+1,895
| +158% | +$57.6K | ﹤0.01% | 2366 |
|
|
2021
Q1 | $38.3K | Hold |
1,200
| – | – | ﹤0.01% | 2123 |
|
|
2020
Q4 | $36K | Buy |
1,200
+1,000
| +500% | +$30K | ﹤0.01% | 1829 |
|
|
2020
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 2399 |
|
|
2020
Q2 | $4K | Sell |
200
-1,000
| -83% | -$20K | ﹤0.01% | 2353 |
|
|
2020
Q1 | $18K | Buy |
+1,200
| New | +$18K | ﹤0.01% | 1654 |
|
|
2019
Q4 | – | Sell |
-1,030
| Closed | -$18K | – | 2765 |
|
|
2019
Q3 | $18K | Buy |
1,030
+11
| +1% | +$192 | ﹤0.01% | 1767 |
|
|
2019
Q2 | $23K | Buy |
+1,019
| New | +$23K | ﹤0.01% | 1663 |
|
|
2018
Q4 | – | Sell |
-1,013
| Closed | -$25K | – | 2243 |
|
|
2018
Q3 | $25K | Buy |
1,013
+800
| +376% | +$19.7K | ﹤0.01% | 1470 |
|
|
2018
Q2 | $5K | Sell |
213
-700
| -77% | -$16.4K | ﹤0.01% | 2024 |
|
|
2018
Q1 | $20K | Buy |
913
+800
| +708% | +$17.5K | ﹤0.01% | 1337 |
|
|
2017
Q4 | $4K | Hold |
113
| – | – | ﹤0.01% | 1593 |
|
|
2017
Q3 | $4K | Buy |
113
+76
| +205% | +$2.69K | ﹤0.01% | 1372 |
|
|
2017
Q2 | $1K | Buy |
37
+24
| +185% | +$649 | ﹤0.01% | 1566 |
|
|
2017
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1578 |
|