Patten & Patten Inc Incresed Positions in Q2 2024

Patten & Patten Inc

  • $1.41 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
WRK
West Rock CO

Consumer Cyclical
229K
+ 28.91%
$46.81 - $54.74 $10.7M - $12.5M
1.02M $51.3M
OEF
Ishares S&P 100 ETF

ETFs
11.6K
+ 30.15%
$234.68 - $265.99 $2.72M - $3.08M
50K $13.2M
XOM
Exxon Mobil Corp

Energy
23.5K
+ 22.28%
$108.36 - $122.2 $2.55M - $2.87M
129K $14.9M
WMT
Walmart Inc.

Consumer Defensive
3.43K
+ 1.45%
$58.85 - $68.9 $202K - $236K
239K $16.2M
TJX
Tjx Companies Inc

Consumer Cyclical
293
+ 0.19%
$92.66 - $111.05 $27.1K - $32.5K
156K $17.2M
BA
Boeing CO

Industrials
7.54K
+ 58.01%
$164.33 - $191.42 $1.24M - $1.44M
20.5K $3.74M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.17K
+ 28.68%
$199.21 - $276.76 $632K - $878K
14.2K $3.71M
NVDA
Nvidia Corp

Technology
33.3K
+ 854.86%
$118.11 - $1224.4 $3.93M - $40.8M
37.2K $4.6M
UNH
Unitedhealth Group Inc

Healthcare
366
+ 0.92%
$439.2 - $524.63 $161K - $192K
40.1K $20.4M
AVGO
Broadcom Inc.

Technology
130
+ 6.84%
$1204.71 - $1828.87 $157K - $238K
2.03K $3.26M
XLK
Technology Sector Spdr

ETFs
87
+ 0.36%
$192.53 - $231.41 $16.8K - $20.1K
24.3K $5.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
334
+ 2.46%
$455.1 - $504.28 $152K - $168K
13.9K $6.95M
AMZN
Amazon Com Inc

Consumer Cyclical
102
+ 0.33%
$173.67 - $197.85 $17.7K - $20.2K
30.9K $5.98M
IHE
Ishares Tr

ETFs
6.64K
+ 39.19%
$62.73 - $67.4 $416K - $447K
23.6K $1.56M
ITA
Ishares Tr

ETFs
2.7K
+ 120.21%
$127.05 - $137.39 $343K - $371K
4.95K $653K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.09K
+ 14.45%
$396.73 - $420.24 $433K - $458K
8.64K $3.52M
DELL
Dell Technologies Inc.

Technology
1.19K
+ 22.09%
$114.87 - $179.21 $137K - $213K
6.58K $907K
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.59K
+ 40.85%
$45.24 - $49.04 $298K - $323K
22.7K $1.08M
PFE
Pfizer Inc

Healthcare
7.31K
+ 10.31%
$25.26 - $29.6 $185K - $216K
78.2K $2.19M
D
Dominion Energy, Inc

Utilities
4.24K
+ 35.24%
$46.86 - $53.94 $198K - $228K
16.3K $796K
ORCL
Oracle Corp

Technology
253
+ 2.81%
$113.75 - $144.64 $28.8K - $36.6K
9.27K $1.31M
INDA
Ishares Msci India Index Fund

ETFs
2.45K
+ 31.01%
$50.97 - $55.8 $125K - $137K
10.4K $577K
VUG
Vanguard Growth ETF

ETFs
7
+ 0.14%
$322.46 - $377.11 $2.26K - $2.64K
4.9K $1.83M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
530
+ 17.64%
$126.6 - $161.4 $67.1K - $85.5K
3.54K $563K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
15.4K
+ 20.01%
$4.81 - $5.78 $74.2K - $89.2K
92.5K $528K
XLC
Select Sector Spdr Tr Communic

ETFs
309
+ 1.28%
$77.86 - $86.45 $24.1K - $26.7K
24.4K $2.09M
MS
Morgan Stanley

Financial Services
52
+ 0.14%
$86.19 - $101.53 $4.48K - $5.28K
36.9K $3.58M
TMUS
T Mobile Us, Inc.

Communication Services
203
+ 3.43%
$159.79 - $180.69 $32.4K - $36.7K
6.12K $1.08M
FDX
Fedex Corp

Industrials
26
+ 0.25%
$245.11 - $299.84 $6.37K - $7.8K
10.3K $3.08M
IVV
Ishares Core S&P 500 ETF

ETFs
26
+ 0.68%
$497.53 - $549.64 $12.9K - $14.3K
3.85K $2.11M
META
Meta Platforms, Inc.

Communication Services
115
+ 5.9%
$430.17 - $527.34 $49.5K - $60.6K
2.07K $1.04M
PM
Philip Morris International Inc.

Consumer Defensive
80
+ 0.96%
$88.6 - $104.24 $7.09K - $8.34K
8.43K $854K
GD
General Dynamics Corp

Industrials
261
+ 16.34%
$281.11 - $300.23 $73.4K - $78.4K
1.86K $539K
SCHW
Schwab Charles Corp

Financial Services
435
+ 1.08%
$70.03 - $78.9 $30.5K - $34.3K
40.7K $3M
WMB
Williams Companies, Inc.

Energy
950
+ 7.82%
$37.58 - $43.11 $35.7K - $41K
13.1K $556K
WFC
Wells Fargo & Company

Financial Services
1K
+ 16.16%
$56.41 - $62.34 $56.4K - $62.3K
7.19K $426K
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 0.02%
$85.85 - $98.99 $172 - $198
8.28K $803K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.1%
$316.15 - $367.33 $632 - $735
1.91K $696K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
450
+ 23.78%
$114.71 - $121.51 $51.6K - $54.7K
2.34K $277K
RSP
Invesco S&P 500 Equal Weight E

ETFs
715
+ 4.84%
$159.21 - $168.37 $114K - $120K
15.5K $2.55M
NVO
Novo Nordisk A S

Healthcare
35
+ 1.74%
$122.71 - $146.91 $4.29K - $5.14K
2.05K $291K
LMT
Lockheed Martin Corp

Industrials
10
+ 0.46%
$447.57 - $471.51 $4.48K - $4.72K
2.17K $1.02M
KMI
Kinder Morgan, Inc.

Energy
231
+ 1.33%
$17.69 - $20.11 $4.09K - $4.65K
17.6K $349K
SAVE
Spirit Airlines, Inc.

Industrials
24.5K
+ 48.58%
$3.32 - $4.91 $81.5K - $120K
75K $274K
IVW
Ishares S&P 500 Growth ETF

ETFs
13
+ 0.47%
$79.31 - $93.31 $1.03K - $1.21K
2.8K $258K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
375
+ 5.91%
$82.22 - $94.12 $30.8K - $35.3K
6.72K $623K
XLI
Industrial Sector Spdr

ETFs
822
+ 3.79%
$120.47 - $125.94 $99K - $104K
22.5K $2.74M
TLT
Ishares Barclays 20+ Year Trea

ETFs
197
+ 5.2%
$87.78 - $94.67 $17.3K - $18.6K
3.99K $366K
XLE
Energy Sector Spdr

ETFs
828
+ 3.9%
$88.04 - $98.08 $72.9K - $81.2K
22K $2.01M
Activity Summary
Buys All Purchases 83 New Holdings 7 Increased Positions 76 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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