Patten & Patten Inc Sells in Q1 2025

Patten & Patten Inc

  • $1.42 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ECL
Ecolab Inc.

Basic Materials
-1.62K
- 11.44%
$229.72 - $269.82 $372K - $437K
12.5K $3.17M
CAT
Caterpillar Inc

Industrials
-25
- 0.64%
$326.75 - $407.63 $8.17K - $10.2K
3.9K $1.29M
VDE
Vanguard Energy ETF

ETFs
-1.39K
- 23.15%
$119.14 - $132.76 $165K - $184K
4.61K $598K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-1.58K
- 6.79%
$94.87 - $96.11 $150K - $151K
21.7K $2.08M
PFE
Pfizer Inc

Healthcare
-1.12K
- 1.38%
$25.01 - $27.13 $28K - $30.4K
79.9K $2.02M
IVV
Ishares Core S&P 500 ETF

ETFs
-26
- 0.63%
$554.06 - $615.85 $14.4K - $16K
4.1K $2.3M
BDX
Becton Dickinson & CO

Healthcare
-571
- 13.26%
$222.79 - $249.08 $127K - $142K
3.74K $855K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-3.72K
- 15.94%
$48.65 - $53.06 $181K - $198K
19.6K $1.02M
MRNA
Moderna, Inc.

Healthcare
-103
- 1.37%
$28.35 - $47.53 $2.92K - $4.9K
7.4K $209K
DOCU
Docusign, Inc.

Technology
-560
- 9.17%
$74.7 - $97.7 $41.8K - $54.7K
5.55K $451K
AFL
Aflac Inc

Financial Services
-1.07K
- 23.59%
$100.99 - $111.19 $108K - $119K
3.47K $385K
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
-2K
- 1.58%
$27.17 - $27.86 $54.3K - $55.7K
125K $3.4M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-24
- 0.78%
$203.38 - $274.79 $4.88K - $6.59K
3.06K $628K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-445
- 2.72%
$90.12 - $109.07 $40.1K - $48.5K
15.9K $1.54M
IYC
Ishares U.S. Consumer Discreti

ETFs
-165
- 2.06%
$85.71 - $101.2 $14.1K - $16.7K
7.86K $694K
EAF
Graftech International LTD

Industrials
-9.4K
- 11.97%
$0.87 - $1.82 $8.18K - $17.1K
69.1K $60K
ASH
Ashland Global Holdings Inc

Basic Materials
-150
- 2.96%
$55.87 - $73.16 $8.38K - $11K
4.92K $291K
DFAU
Dimensional ETF Tr

ETFs
-1.05K
- 7.52%
$37.84 - $42.29 $39.7K - $44.4K
12.9K $496K
PK
Park Hotels & Resorts Inc.

Real Estate
-400
- 2.11%
$10.68 - $14.19 $4.27K - $5.68K
18.6K $198K
OEF
Ishares S&P 100 ETF

ETFs
-250
- 0.37%
N/A
67K $17.8M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.49K
- 5.57%
$30.73 - $32.26 $45.6K - $47.9K
25.2K $773K
IWN
Ishares Russell2000 Val ETF

ETFs
-150
- 6.59%
$149.27 - $169.4 $22.4K - $25.4K
2.13K $320K
META
Meta Platforms, Inc.

Communication Services
-42
- 2.07%
$576.36 - $736.67 $24.2K - $30.9K
1.99K $1.14M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-157
- 4.99%
$102.49 - $119.96 $16.1K - $18.8K
2.99K $312K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-330
- 4.53%
$57.21 - $65.8 $18.9K - $21.7K
6.95K $405K
MAS
Masco Corp

Industrials
-250
- 2.46%
$68.67 - $81.85 $17.2K - $20.5K
9.9K $688K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-42
- 0.24%
$169.43 - $182.84 $7.12K - $7.68K
17.7K $3.06M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-1.98K
- 6.4%
$47.08 - $50.67 $93K - $100K
28.9K $1.45M
MHK
Mohawk Industries Inc

Consumer Cyclical
-110
- 2.21%
$110.92 - $130.83 $12.2K - $14.4K
4.86K $554K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-75
- 7.97%
$408.78 - $448.82 $30.7K - $33.7K
866 $363K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.05K
- 10.45%
$42.5 - $46.71 $44.6K - $49K
9K $407K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-2.6K
- 0.81%
$50.24 - $50.57 $130K - $131K
319K $16.1M
ZTS
Zoetis Inc.

Healthcare
-342
- 2.22%
$156.48 - $175.67 $53.5K - $60.1K
15.1K $2.48M
ATO
Atmos Energy Corp

Utilities
-400
- 19.03%
$136.51 - $154.58 $54.6K - $61.8K
1.7K $263K
BP
Bp PLC

Energy
-2.26K
- 19.02%
$29.93 - $35.31 $67.8K - $79.9K
9.64K $325K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.48K
- 0.94%
$112.81 - $126.16 $167K - $187K
155K $18.9M
CL
Colgate Palmolive CO

Consumer Defensive
-442
- 5.34%
$85.68 - $97.5 $37.9K - $43.1K
7.83K $733K
ITW
Illinois Tool Works Inc

Industrials
-51
- 5.79%
$244.9 - $274.48 $12.5K - $14K
830 $205K
EA
Electronic Arts Inc.

Communication Services
-50
- 0.85%
$116.53 - $146.29 $5.83K - $7.31K
5.85K $845K
RMD
Resmed Inc

Healthcare
-40
- 3.43%
$219.7 - $257.65 $8.79K - $10.3K
1.13K $252K
DG
Dollar General Corp

Consumer Defensive
-629
- 18.11%
$68.44 - $87.93 $43K - $55.3K
2.85K $250K
EEM
Ishares Msci Emerging Markets

ETFs
-965
- 5.84%
$40.81 - $45.34 $39.4K - $43.8K
15.6K $680K
Linde PLC
-40
- 1.22%
N/A
3.24K $0
Solventum Corp
-347
- 11.28%
N/A
2.73K $0
Pimco ETF Tr
-1.7K
- 8.91%
N/A
17.4K $0
Smurfit Westrock PLC
-1.85K
- 0.19%
N/A
980K $0
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-140
- 2.93%
$58.32 - $65.09 $8.16K - $9.11K
4.64K $278K
C
Citigroup Inc

Financial Services
-370
- 0.79%
$67.23 - $84.63 $24.9K - $31.3K
46.6K $3.31M
NOK
Nokia Corp

Technology
-3K
- 13.86%
$4.43 - $5.42 $13.3K - $16.3K
18.7K $98K
Activity Summary
Buys All Purchases 115 New Holdings 11 Increased Positions 104 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 0 Puts 0
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