Patten & Patten Inc Sells in Q4 2024

Patten & Patten Inc

  • $1.43 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-155
- 3.14%
$57.38 - $61.11 $8.89K - $9.47K
4.78K $278K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-170
- 2.28%
$61.68 - $67.87 $10.5K - $11.5K
7.28K $453K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-61
- 2.63%
$88.59 - $94.57 $5.4K - $5.77K
2.26K $200K
VOE
Vanguard Mid Cap Value Index F

ETFs
-2
- 0.13%
$160.89 - $176.18 $322 - $352
1.5K $242K
IVE
Ishares S&P 500 Value ETF

ETFs
-4
- 0.34%
$189.5 - $206.17 $758 - $825
1.19K $227K
VDE
Vanguard Energy ETF

ETFs
-2
- 0.03%
$116.67 - $136.78 $233 - $274
6K $727K
MO
Altria Group, Inc.

Consumer Defensive
-422
- 3.43%
$49.06 - $57.74 $20.7K - $24.4K
11.9K $620K
PK
Park Hotels & Resorts Inc.

Real Estate
-400
- 2.07%
$13.68 - $15.82 $5.47K - $6.33K
19K $266K
NOK
Nokia Corp

Technology
-1K
- 4.42%
$4.13 - $4.95 $4.13K - $4.95K
21.7K $95K
BMY
Bristol Myers Squibb CO

Healthcare
-6.73K
- 8.59%
$51.92 - $59.94 $349K - $403K
71.6K $4.05M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
-17.2K
- 18.57%
$6.75 - $10.44 $116K - $179K
75.4K $676K
Smurfit Westrock PLC
-20.2K
- 2.02%
N/A
982K $0
Solventum Corp
-463
- 13.09%
N/A
3.08K $0
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-200
- 5.24%
$129.96 - $144.97 $26K - $29K
3.61K $503K
META
Meta Platforms, Inc.

Communication Services
-50
- 2.41%
$554.08 - $632.68 $27.7K - $31.6K
2.03K $1.2M
EAF
Graftech International LTD

Industrials
-17.4K
- 18.13%
$1.36 - $2.26 $23.7K - $39.3K
78.5K $135K
IVW
Ishares S&P 500 Growth ETF

ETFs
-63
- 2.32%
$94.43 - $105.47 $5.95K - $6.64K
2.66K $269K
T
At&T Inc.

Communication Services
-100
- 0.56%
$21.22 - $23.88 $2.12K - $2.39K
17.7K $403K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-195
- 0.48%
$8.24 - $11.07 $1.61K - $2.16K
40.4K $376K
HBAN
Huntington Bancshares Inc

Financial Services
-290
- 2.35%
$14.18 - $18.2 $4.11K - $5.28K
12.1K $196K
OKE
Oneok Inc

Energy
-36
- 1.63%
$92.28 - $117.05 $3.32K - $4.21K
2.17K $217K
PAYX
Paychex Inc

Industrials
-20
- 0.63%
$135.86 - $148.73 $2.72K - $2.97K
3.15K $441K
KR
Kroger CO

Consumer Defensive
-1.19K
- 4.78%
$55.21 - $63.3 $65.4K - $75K
23.6K $1.44M
GLW
Corning Inc

Technology
-150
- 0.84%
$44.11 - $49.76 $6.62K - $7.46K
17.6K $837K
FDX
Fedex Corp

Industrials
-115
- 1.12%
$260.5 - $305.15 $30K - $35.1K
10.1K $2.85M
IYC
Ishares U.S. Consumer Discreti

ETFs
-195
- 2.37%
$85.96 - $101.28 $16.8K - $19.7K
8.03K $771K
BX
Blackstone Inc.

Financial Services
-9
- 0.34%
$148.45 - $199.05 $1.34K - $1.79K
2.6K $448K
XLF
Financial Sector Spdr

ETFs
-700
- 2.22%
$44.89 - $51.34 $31.4K - $35.9K
30.8K $1.49M
ADP
Automatic Data Processing Inc

Industrials
-100
- 1.77%
$280.08 - $307.97 $28K - $30.8K
5.55K $1.62M
IYW
Ishares Dj Us Tech ETF

ETFs
-104
- 1.03%
$148.14 - $166.23 $15.4K - $17.3K
10K $1.6M
WMB
Williams Companies, Inc.

Energy
-45
- 0.41%
$46.37 - $59.74 $2.09K - $2.69K
11.1K $598K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-2.05K
- 5.59%
$229.83 - $258.46 $470K - $529K
34.6K $8.54M
XLC
Select Sector Spdr Tr Communic

ETFs
-465
- 1.91%
$89.66 - $102.16 $41.7K - $47.5K
23.9K $2.31M
DOCU
Docusign, Inc.

Technology
-900
- 12.84%
$61.42 - $106.99 $55.3K - $96.3K
6.11K $549K
XLK
Technology Sector Spdr

ETFs
-209
- 0.86%
$220.26 - $241.44 $46K - $50.5K
24.1K $5.61M
MAR
Marriott International Inc

Consumer Cyclical
-1
- 0.02%
$246.06 - $292.59 $246 - $293
4.26K $1.19M
IYG
Ishares Tr

ETFs
-215
- 0.95%
$70.24 - $82.34 $15.1K - $17.7K
22.5K $1.75M
BAC
Bank Of America Corp

Financial Services
-5.85K
- 6.14%
$39.22 - $47.77 $230K - $280K
89.5K $3.93M
EMR
Emerson Electric CO

Industrials
-72
- 0.65%
$108.13 - $134.33 $7.79K - $9.67K
11.1K $1.37M
MBLY
Mobileye Global Inc.
-24.4K
- 23.62%
$12.07 - $20.07 $294K - $489K
78.8K $1.57M
UNM
Unum Group

Financial Services
-250
- 1.84%
$58.88 - $77.07 $14.7K - $19.3K
13.3K $974K
DAL
Delta Air Lines, Inc.

Industrials
-4.58K
- 9.71%
$47.46 - $65.77 $217K - $301K
42.6K $2.58M
DIS
Walt Disney CO

Communication Services
-526
- 3.23%
$92.39 - $117.6 $48.6K - $61.9K
15.8K $1.76M
GM
General Motors CO

Consumer Cyclical
-436
- 1.68%
$44.82 - $60.2 $19.5K - $26.2K
25.5K $1.36M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-945
- 5.46%
$78.5 - $102.01 $74.2K - $96.4K
16.4K $1.62M
GS
Goldman Sachs Group Inc

Financial Services
-150
- 3.87%
$486.1 - $608.57 $72.9K - $91.3K
3.73K $2.13M
C
Citigroup Inc

Financial Services
-1.29K
- 2.66%
$61.31 - $72.5 $78.8K - $93.2K
47K $3.31M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-25
- 0.34%
$338.38 - $446.21 $8.46K - $11.2K
7.27K $3.16M
DLR
Digital Realty Trust, Inc.

Real Estate
-474
- 1.69%
$156.46 - $195.69 $74.2K - $92.8K
27.6K $4.89M
Activity Summary
Buys All Purchases 107 New Holdings 12 Increased Positions 95 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 0
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