WealthTrust Axiom’s Patrick Industries PATK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $897K | Hold |
8,080
| – | – | 0.22% | 96 |
|
|
2025
Q4 | $876K | Hold |
8,080
| – | – | 0.23% | 93 |
|
|
2025
Q3 | $836K | Sell |
8,080
-1,687
| -17% | -$177K | 0.22% | 94 |
|
|
2025
Q2 | $901K | Hold |
9,767
| – | – | 0.27% | 79 |
|
|
2025
Q1 | $826K | Hold |
9,767
| – | – | 0.25% | 83 |
|
|
2024
Q4 | $811K | Sell |
9,767
-1
| -0% | -$89 | 0.24% | 89 |
|
|
2024
Q3 | $927K | Sell |
9,768
-30
| -0.3% | -$2.52K | 0.27% | 83 |
|
|
2024
Q2 | $709K | Sell |
9,798
-75
| -0.8% | -$5.49K | 0.24% | 96 |
|
|
2024
Q1 | $786K | Hold |
9,873
| – | – | 0.25% | 90 |
|
|
2023
Q4 | $661K | Buy |
9,873
+562
| +6% | +$30.9K | 0.22% | 98 |
|
|
2023
Q3 | $466K | Hold |
9,311
| – | – | 0.17% | 129 |
|
|
2023
Q2 | $497K | Hold |
9,311
| – | – | 0.16% | 130 |
|
|
2023
Q1 | $427K | Sell |
9,311
-150
| -2% | -$6.96K | 0.15% | 143 |
|
|
2022
Q4 | $382K | Hold |
9,461
| – | – | 0.13% | 150 |
|
|
2022
Q3 | $276K | Hold |
9,461
| – | – | 0.11% | 170 |
|
|
2022
Q2 | $326K | Sell |
9,461
-922
| -9% | -$36.5K | 0.12% | 162 |
|
|
2022
Q1 | $417K | Buy |
10,383
+1,687
| +19% | +$77.8K | 0.13% | 153 |
|
|
2021
Q4 | $467K | Hold |
8,696
| – | – | 0.15% | 135 |
|
|
2021
Q3 | $482K | Hold |
8,696
| – | – | 0.16% | 121 |
|
|
2021
Q2 | $423K | Hold |
8,696
| – | – | 0.14% | 137 |
|
|
2021
Q1 | $492K | Hold |
8,696
| – | – | 0.17% | 120 |
|
|
2020
Q4 | $396K | Buy |
8,696
+6
| +0.1% | +$254 | 0.14% | 129 |
|
|
2020
Q3 | $333K | Buy |
8,690
+8
| +0.1% | +$320 | 0.14% | 126 |
|
|
2020
Q2 | $354K | Buy |
+8,682
| New | +$263K | 0.16% | 113 |
|
|
2020
Q1 | – | Sell |
-9,150
| Closed | -$319K | – | 224 |
|
|
2019
Q4 | $319K | Hold |
9,150
| – | – | 0.11% | 144 |
|
|
2019
Q3 | $261K | Sell |
9,150
-300
| -3% | -$8.32K | 0.09% | 165 |
|
|
2019
Q2 | $309K | Hold |
9,450
| – | – | 0.11% | 149 |
|
|
2019
Q1 | $285K | Sell |
9,450
-3,750
| -28% | -$104K | 0.1% | 156 |
|
|
2018
Q4 | $260K | Buy |
13,200
+3,750
| +40% | +$106K | 0.11% | 157 |
|
|
2018
Q3 | $372K | Hold |
9,450
| – | – | 0.13% | 133 |
|
|
2018
Q2 | $358K | Hold |
9,450
| – | – | 0.13% | 137 |
|
|
2018
Q1 | $389K | Hold |
9,450
| – | – | 0.14% | 133 |
|
|
2017
Q4 | $437K | Hold |
9,450
| – | – | 0.16% | 116 |
|
|
2017
Q3 | $353K | Hold |
9,450
| – | – | 0.13% | 138 |
|
|
2017
Q2 | $305K | Sell |
9,450
-6,750
| -42% | -$210K | 0.11% | 156 |
|
|
2017
Q1 | $510K | Sell |
16,200
-675
| -4% | -$23.3K | 0.19% | 114 |
|
|
2016
Q4 | $572K | Hold |
16,875
| – | – | 0.21% | 106 |
|
|
2016
Q3 | $464K | Hold |
16,875
| – | – | 0.17% | 114 |
|
|
2016
Q2 | $452K | Hold |
16,875
| – | – | 0.17% | 109 |
|
|
2016
Q1 | $340K | Hold |
16,875
| – | – | 0.13% | 135 |
|
|
2015
Q4 | $326K | Hold |
16,875
| – | – | 0.13% | 134 |
|
|
2015
Q3 | $296K | Hold |
16,875
| – | – | 0.12% | 135 |
|
|
2015
Q2 | $285K | Hold |
16,875
| – | – | 0.11% | 151 |
|
|
2015
Q1 | $311K | Hold |
16,875
| – | – | 0.11% | 143 |
|
|
2014
Q4 | $219K | Hold |
16,875
| – | – | 0.08% | 186 |
|
|
2014
Q3 | $211K | Hold |
16,875
| – | – | 0.07% | 190 |
|
|
2014
Q2 | $232K | Hold |
16,875
| – | – | 0.08% | 175 |
|
|
2014
Q1 | $221K | Buy |
+16,875
| New | +$187K | 0.08% | 166 |
|
Other funds holding PATK
VCM