Patten & Patten Inc Purchases and Sells in Q1 2024

Patten & Patten Inc

$1.39 Billion
Q1 2024

Top Buys

Incresed Positions

117 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LECO	37.4K + 75.9%	$209.19 - $258.37 $7.83M - $9.67M	86.8K $22.2M
MSFT	9.13K + 5.97%	$367.75 - $429.37 $3.36M - $3.92M	162K $68.2M
WRK	87.1K + 12.37%	$38.37 - $49.45 $3.34M - $4.31M	791K $39.1M
PGR	2.28K + 1.47%	$161.63 - $206.82 $368K - $471K	157K $32.5M
OEF	25.1K + 187.31%	$219.81 - $247.98 $5.51M - $6.21M	38.4K $9.51M
JPM	1.48K + 1.07%	$167.09 - $200.3 $246K - $295K	139K $27.9M

New Holdings

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ABBV	192K New	$159.82 - $182.1 $30.7M - $35M	192K $35M
V	111K New	$257.98 - $290.37 $28.7M - $32.3M	111K $31.1M
GSST	336K New	$50.01 - $50.35 $16.8M - $16.9M	336K $16.9M
NEE	192K New	$54.97 - $63.91 $10.6M - $12.3M	192K $12.3M
VCSH	149K New	$76.87 - $77.64 $11.4M - $11.6M	149K $11.5M
XLV	41.5K New	$138.48 - $147.86 $5.74M - $6.13M	41.5K $6.13M

Top Sells

Reduced Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ADBE	-313 - 1.11%	$492.46 - $634.76 $154K - $199K	27.9K $14.1M
LULU	-200 - 1.88%	$386.14 - $505.38 $77.2K - $101K	10.4K $4.07M
PFE	-13.4K - 15.93%	$25.89 - $29.73 $348K - $399K	70.9K $1.97M
MCD	-1.09K - 10.66%	$278.58 - $300.53 $303K - $326K	9.1K $2.57M
EEM	-11.9K - 26.45%	$37.68 - $41.36 $448K - $492K	33.1K $1.36M
CMCSA	-8.44K - 6.96%	$41.24 - $46.73 $348K - $395K	113K $4.9M

Activity Summary All Purchases 195 New Holdings 78 Increased Positions 117 All Sells 83 Reductions 83 Sold out 0 Calls 0 Puts 0

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