A detailed history of Heritage Wealth Management, LLC transactions in Patrick Industries Inc stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 2,094 shares of PATK stock, worth $297,913. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,094
Previous 2,351 10.93%
Holding current value
$297,913
Previous $280,000 18.93%
% of portfolio
0.13%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$102.64 - $118.54 $26,378 - $30,464
-257 Reduced 10.93%
2,094 $227,000
Q1 2024

Apr 25, 2024

SELL
$94.77 - $122.29 $1,990 - $2,568
-21 Reduced 0.89%
2,351 $280,000
Q4 2023

Feb 06, 2024

SELL
$71.59 - $101.62 $337,188 - $478,630
-4,710 Reduced 66.51%
2,372 $238,000
Q4 2022

Feb 13, 2023

BUY
$43.09 - $62.42 $190,630 - $276,146
4,424 Added 166.44%
7,082 $429,000
Q3 2022

Nov 14, 2022

BUY
$43.5 - $65.07 $3,132 - $4,685
72 Added 2.78%
2,658 $117,000
Q2 2022

Aug 15, 2022

BUY
$50.44 - $69.16 $20,730 - $28,424
411 Added 18.9%
2,586 $134,000
Q1 2022

Aug 15, 2022

BUY
$60.3 - $81.54 $60,661 - $82,029
1,006 Added 86.06%
2,175 $131,000
Q3 2021

Nov 10, 2021

BUY
$71.23 - $87.01 $16,810 - $20,534
236 Added 25.29%
1,169 $97,000
Q2 2021

Aug 11, 2021

BUY
$71.58 - $97.52 $66,784 - $90,986
933 New
933 $68,000

Others Institutions Holding PATK

About PATRICK INDUSTRIES INC


  • Ticker PATK
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Furnishings, Fixtures & Appliances
  • Shares Outstandng 22,864,300
  • Market Cap $3.25B
  • Description
  • Patrick Industries, Inc. manufactures and distributes components, building products, and materials for the recreational vehicle, marine, manufactured housing, and industrial markets in the United States, China, and Canada. Its Manufacturing segment manufactures and sells furniture, shelving, wall, countertop, and cabinet product; cabinet door, f...
More about PATK
Track This Portfolio

Track Heritage Wealth Management, LLC Portfolio

Follow Heritage Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, LLC with notifications on news.