Back to PTEN
Pinnacle Wealth Planning Services, Inc. → PTEN
Pinnacle Wealth Planning Services, Inc. PTEN Position History
Patterson-UTI Energy, Inc. • Energy
Quarters held
5
Latest value
$265K
Q3 2026
Peak value
$265K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $84K |
| Q4 2025 | $71K |
| Q1 2026 | $245K |
| Q2 2026 | $218K |
| Q3 2026 | $265K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $265K | 24.3K | — | — |
| Q2 2026 | $218K | 23.8K | — | — |
| Q1 2026 | $245K | 22.6K | — | — |
| Q4 2025 | $71K | 11.6K | — | — |
| Q3 2025 | $84K | 16.1K | — | — |
Other funds holding PTEN
$483M
$467.3M
$399.1M
$353.9M
$342.9M
$310.2M