United Capital Financial Advisors’s Patterson Companies, Inc. PDCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,814
| Closed | -$261K | – | 1126 |
|
|
2023
Q3 | $261K | Sell |
8,814
-14
| -0.2% | -$415 | ﹤0.01% | 754 |
|
|
2023
Q2 | $294K | Sell |
8,828
-35
| -0.4% | -$1.16K | ﹤0.01% | 772 |
|
|
2023
Q1 | $237K | Sell |
8,863
-13
| -0.1% | -$348 | ﹤0.01% | 882 |
|
|
2022
Q4 | $249K | Buy |
8,876
+111
| +1% | +$3.11K | ﹤0.01% | 928 |
|
|
2022
Q3 | $211K | Sell |
8,765
-81
| -0.9% | -$1.95K | ﹤0.01% | 1009 |
|
|
2022
Q2 | $268K | Buy |
+8,846
| New | +$268K | ﹤0.01% | 974 |
|
|
2018
Q1 | – | Sell |
-7,451
| Closed | -$271K | – | 1372 |
|
|
2017
Q4 | $271K | Sell |
7,451
-942
| -11% | -$34.3K | ﹤0.01% | 1147 |
|
|
2017
Q3 | $324K | Buy |
8,393
+3
| +0% | +$116 | ﹤0.01% | 1088 |
|
|
2017
Q2 | $394K | Sell |
8,390
-144
| -2% | -$6.76K | ﹤0.01% | 991 |
|
|
2017
Q1 | $386K | Buy |
8,534
+478
| +6% | +$21.6K | ﹤0.01% | 973 |
|
|
2016
Q4 | $331K | Buy |
8,056
+2,057
| +34% | +$84.5K | ﹤0.01% | 1021 |
|
|
2016
Q3 | $276K | Buy |
5,999
+364
| +6% | +$16.7K | ﹤0.01% | 1098 |
|
|
2016
Q2 | $270K | Buy |
5,635
+62
| +1% | +$2.97K | ﹤0.01% | 1067 |
|
|
2016
Q1 | $259K | Sell |
5,573
-1,439
| -21% | -$66.9K | ﹤0.01% | 1044 |
|
|
2015
Q4 | $317K | Sell |
7,012
-1,690
| -19% | -$76.4K | ﹤0.01% | 1001 |
|
|
2015
Q3 | $376K | Buy |
8,702
+77
| +0.9% | +$3.33K | ﹤0.01% | 985 |
|
|
2015
Q2 | $420K | Buy |
8,625
+722
| +9% | +$35.2K | ﹤0.01% | 975 |
|
|
2015
Q1 | $371K | Buy |
7,903
+2,300
| +41% | +$108K | ﹤0.01% | 1011 |
|
|
2014
Q4 | $270K | Sell |
5,603
-1
| -0% | -$48 | ﹤0.01% | 1004 |
|
|
2014
Q3 | $232K | Buy |
+5,604
| New | +$232K | ﹤0.01% | 997 |
|
|
2014
Q2 | – | Sell |
-5,611
| Closed | -$234K | – | 947 |
|
|
2014
Q1 | $234K | Buy |
+5,611
| New | +$234K | 0.01% | 842 |
|