Wells Fargo’s Patterson Companies, Inc. PDCO Stock Holding History

Wells Fargo’s Portfolio PDCO Stock Details PDCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-196,727	Closed	-$6.15M	–	7464
2025 Q1	$6.15M	Buy	196,727 +49,157	+33%	+$1.53M	﹤0.01%	2235
2024 Q4	$4.55M	Buy	147,570 +28,528	+24%	+$663K	﹤0.01%	2518
2024 Q3	$2.6M	Buy	119,042 +5,888	+5%	+$139K	﹤0.01%	2852
2024 Q2	$2.73M	Buy	113,154 +28,767	+34%	+$720K	﹤0.01%	2734
2024 Q1	$2.33M	Buy	84,387 +11,106	+15%	+$316K	﹤0.01%	2844
2023 Q4	$2.08M	Buy	73,281 +1,068	+1%	+$31.4K	﹤0.01%	2879
2023 Q3	$2.14M	Sell	72,213 -54,309	-43%	-$1.72M	﹤0.01%	2764
2023 Q2	$4.21M	Sell	126,522 -28,866	-19%	-$796K	﹤0.01%	2284
2023 Q1	$4.16M	Sell	155,388 -52,764	-25%	-$1.48M	﹤0.01%	2270
2022 Q4	$5.83M	Sell	208,152 -26,487	-11%	-$731K	﹤0.01%	1964
2022 Q3	$5.64M	Buy	234,639 +110,705	+89%	+$3.17M	﹤0.01%	1910
2022 Q2	$3.75M	Sell	123,934 -41,913	-25%	-$1.31M	﹤0.01%	2309
2022 Q1	$5.37M	Sell	165,847 -58,817	-26%	-$1.75M	﹤0.01%	2399
2021 Q4	$6.59M	Sell	224,664 -1,615,982	-88%	-$50.6M	﹤0.01%	2280
2021 Q3	$55.5M	Sell	1,840,646 -187,329	-9%	-$5.69M	0.01%	996
2021 Q2	$61.6M	Sell	2,027,975 -13,394	-0.7%	-$451K	0.01%	939
2021 Q1	$65.2M	Buy	2,041,369 +107,761	+6%	+$3.44M	0.02%	905
2020 Q4	$57.3M	Buy	1,933,608 +18,175	+0.9%	+$515K	0.01%	906
2020 Q3	$46.2M	Buy	1,915,433 +1,495,885	+357%	+$38.1M	0.01%	912
2020 Q2	$9.23M	Buy	419,548 +87,738	+26%	+$1.54M	﹤0.01%	1917
2020 Q1	$5.07M	Sell	331,810 -106,095	-24%	-$2.29M	﹤0.01%	2211
2019 Q4	$8.97M	Sell	437,905 -58,194	-12%	-$1.1M	﹤0.01%	2045
2019 Q3	$8.84M	Sell	496,099 -803	-0.2%	-$15K	﹤0.01%	2035
2019 Q2	$11.4M	Sell	496,902 -14,679	-3%	-$326K	﹤0.01%	1868
2019 Q1	$11.2M	Sell	511,581 -34,345	-6%	-$761K	﹤0.01%	1842
2018 Q4	$10.7M	Sell	545,926 -151,666	-22%	-$3.54M	﹤0.01%	1810
2018 Q3	$17.1M	Sell	697,592 -325,298	-32%	-$7.71M	﹤0.01%	1635
2018 Q2	$23.2M	Sell	1,022,890 -332,924	-25%	-$7.5M	0.01%	1390
2018 Q1	$30.1M	Buy	1,355,814 +66,346	+5%	+$2.06M	0.01%	1196
2017 Q4	$46.6M	Sell	1,289,468 -1,065,659	-45%	-$38.9M	0.01%	923
2017 Q3	$91M	Sell	2,355,127 -610,998	-21%	-$24.4M	0.03%	598
2017 Q2	$139M	Sell	2,966,125 -120,934	-4%	-$5.45M	0.04%	424
2017 Q1	$140M	Sell	3,087,059 -956,834	-24%	-$41.5M	0.05%	418
2016 Q4	$166M	Buy	4,043,893 +551,805	+16%	+$23.8M	0.06%	343
2016 Q3	$160M	Buy	3,492,088 +816,091	+30%	+$38.6M	0.06%	345
2016 Q2	$128M	Buy	2,675,997 +277,098	+12%	+$12.8M	0.05%	401
2016 Q1	$112M	Buy	2,398,899 +460,710	+24%	+$20M	0.04%	430
2015 Q4	$87.6M	Buy	1,938,189 +48,300	+3%	+$2.22M	0.03%	505
2015 Q3	$81.7M	Buy	1,889,889 +236,815	+14%	+$11.3M	0.03%	535
2015 Q2	$80.4M	Buy	1,653,074 +222,765	+16%	+$10.6M	0.03%	599
2015 Q1	$69.8M	Buy	1,430,309 +252,865	+21%	+$12.6M	0.03%	627
2014 Q4	$56.6M	Sell	1,177,444 -137,149	-10%	-$6.18M	0.02%	699
2014 Q3	$54.5M	Buy	1,314,593 +60,255	+5%	+$2.41M	0.02%	699
2014 Q2	$49.6M	Buy	1,254,338 +32,844	+3%	+$1.33M	0.02%	770
2014 Q1	$51M	Buy	1,221,494 +82,095	+7%	+$3.35M	0.02%	748
2013 Q4	$46.9M	Buy	1,139,399 +335,326	+42%	+$13.9M	0.02%	778
2013 Q3	$32.3M	Buy	804,073 +22,588	+3%	+$915K	0.02%	908
2013 Q2	$29.4M	Buy	+781,485	New	+$29.8M	0.02%	914

Other funds holding PDCO

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Rowlandmiller & Partners Atlanta, Georgia $493M AUM 17.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return