Patten & Patten Inc Reduced Holdings in Q4 2024

Patten & Patten Inc

  • $1.43 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-421
- 1.61%
$873.59 - $994.69 $368K - $419K
25.7K $23.5M
IYF
Ishares Tr

ETFs
-3.91K
- 3.16%
$102.7 - $119.05 $401K - $465K
120K $13.2M
NVDA
Nvidia Corp

Technology
-73
- 0.21%
$117.0 - $148.88 $8.54K - $10.9K
34.6K $4.65M
BA
Boeing CO

Industrials
-640
- 2.6%
$138.14 - $180.72 $88.4K - $116K
24K $4.24M
TSLA
Tesla, Inc.

Consumer Cyclical
-53
- 1.41%
$213.65 - $479.86 $11.3K - $25.4K
3.7K $1.49M
EW
Edwards Lifesciences Corp

Healthcare
-10.7K
- 6.5%
$64.54 - $75.92 $692K - $814K
154K $11.4M
MS
Morgan Stanley

Financial Services
-680
- 1.85%
$104.42 - $134.99 $71K - $91.8K
36.2K $4.55M
CSCO
Cisco Systems, Inc.

Technology
-5.8K
- 3.23%
$52.45 - $60.02 $304K - $348K
174K $10.3M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-233
- 2.25%
$260.53 - $404.79 $60.7K - $94.3K
10.1K $3.88M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-131
- 0.08%
$77.25 - $91.3 $10.1K - $12K
158K $13.5M
GOOG
Alphabet Inc.

Communication Services
-2.41K
- 2.74%
$163.08 - $198.16 $393K - $477K
85.5K $16.3M
WMT
Walmart Inc.

Consumer Defensive
-4.89K
- 1.95%
$79.1 - $95.7 $387K - $468K
246K $22.2M
JPM
Jpmorgan Chase & CO

Financial Services
-1.76K
- 1.3%
$205.18 - $250.29 $361K - $440K
133K $31.9M
V
Visa Inc.

Financial Services
-943
- 0.87%
$273.87 - $320.91 $258K - $303K
108K $34M
GOOGL
Alphabet Inc.

Communication Services
-1.16K
- 0.54%
$161.86 - $196.66 $188K - $229K
215K $40.7M
AAPL
Apple Inc.

Technology
-12.8K
- 1.7%
$221.69 - $259.02 $2.83M - $3.31M
741K $186M
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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