Patten & Patten Inc Sells in Q2 2025

Patten & Patten Inc

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MMM
3 M CO

Industrials
-2.15K
- 11.82%
$126.09 - $154.15 $271K - $332K
16.1K $2.45M
TMUS
T Mobile Us, Inc.

Communication Services
-258
- 4.49%
$220.99 - $268.54 $57K - $69.3K
5.49K $1.31M
KMB
Kimberly Clark Corp

Consumer Defensive
-511
- 4.4%
$126.84 - $145.22 $64.8K - $74.2K
11.1K $1.43M
UPS
United Parcel Service Inc

Industrials
-1.77K
- 41.92%
$91.92 - $110.2 $163K - $195K
2.45K $247K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.34K
- 36.0%
$221.86 - $362.89 $298K - $487K
2.39K $758K
FDX
Fedex Corp

Industrials
-188
- 1.87%
$198.07 - $245.17 $37.2K - $46.1K
9.84K $2.24M
PFF
Ishares Trust Ishares Pfd And

ETFs
-6.53K
- 25.94%
$29.0 - $30.68 $189K - $200K
18.6K $571K
SUB
Ishares Short Term National Mu

ETFs
-1.93K
- 17.31%
$104.77 - $106.34 $202K - $205K
9.2K $977K
ADBE
Adobe Inc.

Technology
-718
- 2.58%
$340.0 - $420.68 $244K - $302K
27.1K $10.5M
DIS
Walt Disney CO

Communication Services
-4.45K
- 30.02%
$81.72 - $124.01 $364K - $552K
10.4K $1.29M
COST
Costco Wholesale Corp

Consumer Defensive
-1.29K
- 5.14%
$908.13 - $1056.85 $1.18M - $1.37M
23.9K $23.7M
ZTS
Zoetis Inc.

Healthcare
-210
- 1.39%
$144.41 - $170.3 $30.3K - $35.8K
14.9K $2.32M
EEM
Ishares Msci Emerging Markets

ETFs
-4.64K
- 29.81%
$38.52 - $48.28 $179K - $224K
10.9K $527K
IHE
Ishares Tr

ETFs
-270
- 1.01%
$61.0 - $68.22 $16.5K - $18.4K
26.4K $1.73M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-1.4K
- 6.48%
$94.78 - $95.97 $133K - $135K
20.2K $1.94M
AMGN
Amgen Inc

Healthcare
-88
- 2.74%
$262.28 - $309.85 $23.1K - $27.3K
3.13K $872K
AMT
American Tower Corp

Real Estate
-637
- 10.79%
$203.96 - $228.19 $130K - $145K
5.26K $1.16M
SBUX
Starbucks Corp

Consumer Cyclical
-908
- 18.66%
$79.69 - $99.41 $72.4K - $90.3K
3.96K $362K
IEZ
Ishares Tr

ETFs
-1.73K
- 5.16%
$14.77 - $19.84 $25.5K - $34.2K
31.7K $538K
XPO
Xpo Logistics, Inc.

Industrials
-1.5K
- 36.59%
$91.46 - $128.1 $137K - $192K
2.6K $328K
DAL
Delta Air Lines, Inc.

Industrials
-6.58K
- 17.43%
$35.88 - $52.99 $236K - $349K
31.2K $1.53M
SLB
Schlumberger Limited

Energy
-1.14K
- 13.15%
$31.95 - $42.2 $36.4K - $48.1K
7.53K $254K
DOCU
Docusign, Inc.

Technology
-1.08K
- 19.46%
$70.35 - $93.84 $76K - $101K
4.47K $348K
BP
Bp PLC

Energy
-2.16K
- 22.45%
$26.11 - $33.81 $56.5K - $73.2K
7.48K $223K
CL
Colgate Palmolive CO

Consumer Defensive
-844
- 10.78%
$87.57 - $96.0 $73.9K - $81K
6.99K $635K
V
Visa Inc.

Financial Services
-1.65K
- 1.55%
$308.27 - $373.31 $509K - $617K
105K $37.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.62K
- 4.62%
$24.32 - $27.87 $39.3K - $45.1K
33.3K $883K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.88K
- 27.05%
$51.16 - $62.02 $96.2K - $117K
5.07K $314K
PSX
Phillips 66

Energy
-94
- 0.5%
$92.87 - $125.73 $8.73K - $11.8K
18.6K $2.21M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-225
- 0.78%
$44.37 - $50.04 $9.98K - $11.3K
28.7K $1.36M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-540
- 2.75%
$45.07 - $52.57 $24.3K - $28.4K
19.1K $933K
HD
Home Depot, Inc.

Consumer Cyclical
-248
- 0.94%
$335.24 - $380.78 $83.1K - $94.4K
26.2K $9.6M
NVS
Novartis Ag

Healthcare
-2.85K
- 10.47%
$101.96 - $121.01 $291K - $345K
24.4K $2.95M
GIS
General Mills Inc

Consumer Defensive
-100
- 1.03%
$50.37 - $60.97 $5.04K - $6.1K
9.63K $498K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.38K
- 26.39%
$39.89 - $49.46 $94.7K - $117K
6.63K $327K
EPD
Enterprise Products Partners L.P.

Energy
-623
- 3.62%
$28.95 - $34.22 $18K - $21.3K
16.6K $513K
PK
Park Hotels & Resorts Inc.

Real Estate
-5.98K
- 32.21%
$8.85 - $11.18 $52.9K - $66.8K
12.6K $128K
APD
Air Products & Chemicals, Inc.

Basic Materials
-113
- 3.86%
$248.61 - $294.96 $28.1K - $33.3K
2.81K $793K
PRU
Prudential Financial Inc

Financial Services
-48
- 0.35%
$95.12 - $112.71 $4.57K - $5.41K
13.5K $1.45M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-895
- 13.65%
$69.8 - $85.28 $62.5K - $76.3K
5.66K $469K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-474
- 3.36%
$68.13 - $74.77 $32.3K - $35.4K
13.6K $993K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.26K
- 9.79%
$37.08 - $42.26 $46.8K - $53.4K
11.6K $481K
MHK
Mohawk Industries Inc

Consumer Cyclical
-100
- 2.06%
$97.99 - $117.15 $9.8K - $11.7K
4.76K $498K
VDE
Vanguard Energy ETF

ETFs
-18
- 0.39%
$105.87 - $130.56 $1.91K - $2.35K
4.59K $547K
UNP
Union Pacific Corp

Industrials
-24
- 0.35%
$208.27 - $238.46 $5K - $5.72K
6.78K $1.56M
NVO
Novo Nordisk A S

Healthcare
-481
- 1.57%
$58.08 - $81.05 $27.9K - $39K
30.2K $2.08M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-364
- 7.61%
$83.97 - $92.85 $30.6K - $33.8K
4.42K $389K
SNY
Sanofi

Healthcare
-112
- 2.58%
$47.62 - $55.44 $5.33K - $6.21K
4.23K $204K
TFC
Truist Financial Corp

Financial Services
-5.35K
- 5.02%
$34.79 - $42.99 $186K - $230K
101K $4.35M
Activity Summary
Buys All Purchases 84 New Holdings 16 Increased Positions 68 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
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