Wellington Shields Capital Management’s Patria Investments PAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Hold |
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|
2025
Q1 | $243K | Hold |
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|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $441K | Hold |
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|
2024
Q2 | $476K | Sell |
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|
2024
Q1 | $717K | Sell |
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|
2023
Q4 | $1.43M | Sell |
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|
2023
Q3 | $1.76M | Sell |
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|
2023
Q2 | $1.79M | Sell |
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|
2023
Q1 | $1.89M | Buy |
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|
2022
Q4 | $1.52M | Sell |
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|
2022
Q3 | $1.61M | Hold |
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|
2022
Q2 | $1.63M | Buy |
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