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Pinnacle Wealth Planning Services, Inc. → PATK
Pinnacle Wealth Planning Services, Inc. PATK Position History
Patrick Industries, Inc. • Industrials
Quarters held
4
Latest value
$59K
Q3 2026
Peak value
$154K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $124K |
| Q1 2026 | $154K |
| Q2 2026 | $109K |
| Q3 2026 | $59K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $59K | 876 | — | — |
| Q2 2026 | $109K | 1.2K | — | — |
| Q1 2026 | $154K | 1.4K | — | — |
| Q4 2025 | $124K | 1.1K | — | — |
Other funds holding PATK
$255.3M
$138.9M
$115.4M
$115.4M
$108M
$82.8M