Patten & Patten Inc Purchases and Sells in Q3 2024

Patten & Patten Inc

$1.43 Billion
Q3 2024

Top Buys

Incresed Positions

81 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OEF	18K + 35.96%	$266.03 - $266.03 $4.79M - $4.79M	68K $18.1M
WMT	11.4K + 4.75%	$66.91 - $81.4 $760K - $925K	250K $20.2M
SCHW	63.5K + 155.91%	$61.74 - $76.08 $3.92M - $4.83M	104K $6.75M
PYPL	2.72K + 1.75%	$57.22 - $80.08 $156K - $218K	158K $12.3M
JEPI	9.03K + 2.21%	$54.98 - $59.51 $496K - $537K	417K $24.8M
HCA	610 + 4.43%	$315.12 - $406.43 $192K - $248K	14.4K $5.84M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CRWD	7.81K New	$217.89 - $392.15 $1.7M - $3.06M	7.81K $2.19M
XLRE	12.2K New	$38.04 - $45.36 $463K - $552K	12.2K $543K
CCJ	7.01K New	$36.9 - $53.72 $258K - $376K	7.01K $334K
VOE	1.5K New	$149.02 - $167.67 $224K - $252K	1.5K $251K
IYK	3.39K New	$65.27 - $72.12 $221K - $244K	3.39K $239K
VNQ	2.41K New	$82.97 - $98.97 $200K - $238K	2.41K $234K

Top Sells

Reduced Positions

176 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-980 - 0.61%	$395.15 - $467.56 $387K - $458K	160K $68.8M
COP	-1.51K - 0.66%	$102.3 - $116.61 $154K - $175K	225K $23.7M
QCOM	-100 - 0.13%	$156.12 - $209.64 $15.6K - $21K	74.9K $12.7M
WY	-83.5K - 47.43%	$27.05 - $33.84 $2.26M - $2.82M	92.5K $3.13M
GOOG	-330 - 0.37%	$149.54 - $192.66 $49.3K - $63.6K	87.9K $14.7M
INTC	-28.9K - 26.97%	$18.9 - $34.87 $546K - $1.01M	78.2K $1.84M

Activity Summary All Purchases 99 New Holdings 18 Increased Positions 81 All Sells 176 Reductions 176 Sold out 0 Calls 0 Puts 0

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