Total Clarity Wealth Management’s Patterson Companies, Inc. PDCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-9,400
Closed -$263K 254
2022
Q4
$263K Sell
9,400
-591
-6% -$16.3K 0.13% 179
2022
Q3
$240K Buy
+9,991
New +$286K 0.15% 180

Other funds holding PDCO

Total Clarity Wealth Management's PDCO Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of Patterson Companies, Inc. (PDCO) in Q1 2023, closing a stake of 9,400 shares — an estimated $263K sold.

Total Clarity Wealth Management first reported a position in PDCO in Q3 2022 and held it in 2 quarters. The position peaked at $263K in Q4 2022. 300 funds tracked by Wall St. Rank hold PDCO as of Q1 2023.

  • Total Clarity Wealth Management reported no remaining Patterson Companies, Inc. position as of Q1 2023 after selling out during the quarter.
  • Total Clarity Wealth Management sold 9,400 Patterson Companies, Inc. shares in Q1 2023, an estimated $263K.
  • Total Clarity Wealth Management first reported a position in Patterson Companies, Inc. in Q3 2022 and held it in 2 quarters.
  • Total Clarity Wealth Management's Patterson Companies, Inc. position peaked at $263K in Q4 2022.
  • 300 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.