Patten & Patten Inc Sells in Q3 2025

Patten & Patten Inc

  • $1.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-23
- 0.98%
$132.9 - $142.03 $3.06K - $3.27K
2.32K $326K
FNDA
Schwab Fundamental U S Small C

ETFs
-75
- 1.02%
$28.75 - $31.93 $2.16K - $2.39K
7.29K $227K
MMM
3 M CO

Industrials
-170
- 1.06%
$144.41 - $160.2 $24.5K - $27.2K
15.9K $2.47M
GNRC
Generac Holdings Inc.

Industrials
-614
- 11.81%
$146.61 - $202.85 $90K - $125K
4.59K $767K
DELL
Dell Technologies Inc.

Technology
-1
- 0.06%
$120.96 - $141.77 $121 - $142
1.71K $242K
CSGP
Costar Group, Inc.

Real Estate
-3
- 0.04%
$81.42 - $96.83 $244 - $290
8.56K $722K
IWN
Ishares Russell2000 Val ETF

ETFs
-25
- 1.18%
$157.1 - $178.94 $3.93K - $4.47K
2.1K $371K
ENB
Enbridge Inc

Energy
-295
- 2.71%
$43.79 - $50.46 $12.9K - $14.9K
10.6K $535K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-25
- 0.09%
$47.56 - $49.7 $1.19K - $1.24K
28.6K $1.42M
MO
Altria Group, Inc.

Consumer Defensive
-450
- 3.73%
$57.75 - $67.68 $26K - $30.5K
11.6K $766K
PLTR
Palantir Technologies Inc.

Technology
-300
- 11.86%
$130.68 - $186.97 $39.2K - $56.1K
2.23K $406K
MCD
Mcdonalds Corp

Consumer Cyclical
-134
- 1.48%
$291.67 - $316.99 $39.1K - $42.5K
8.91K $2.71M
MHK
Mohawk Industries Inc

Consumer Cyclical
-349
- 7.34%
$107.23 - $139.75 $37.4K - $48.8K
4.41K $568K
PEP
Pepsico Inc

Consumer Defensive
-2.71K
- 5.03%
$133.81 - $152.16 $362K - $412K
51.1K $7.17M
IYG
Ishares Tr

ETFs
-200
- 0.9%
$85.16 - $90.57 $17K - $18.1K
22K $1.97M
PLD
Prologis, Inc.

Real Estate
-545
- 3.7%
$104.08 - $115.35 $56.7K - $62.9K
14.2K $1.62M
MDT
Medtronic PLC

Healthcare
-63
- 0.53%
$87.67 - $95.74 $5.52K - $6.03K
11.8K $1.12M
IAU
Ishares Gold Trust

ETFs
-15
- 0.15%
$61.62 - $72.77 $924 - $1.09K
9.73K $707K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-48
- 0.64%
$459.11 - $506.91 $22K - $24.3K
7.48K $3.76M
IGV
Ishares Expanded Tech Software

ETFs
-1.22K
- 2.72%
$105.96 - $117.79 $129K - $144K
43.6K $5.02M
NVS
Novartis Ag

Healthcare
-458
- 1.88%
$113.5 - $129.73 $52K - $59.4K
23.9K $3.07M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
-2.96K
- 4.08%
$7.47 - $13.14 $22.1K - $38.9K
69.6K $769K
XLU
Utilities Sector Spdr

ETFs
-298
- 0.9%
$81.14 - $87.32 $24.2K - $26K
32.7K $2.86M
XLV
Select Sector Spdr Fund Health

ETFs
-183
- 0.41%
$129.01 - $139.72 $23.6K - $25.6K
44.1K $6.14M
CVX
Chevron Corp

Energy
-3.26K
- 5.83%
$145.57 - $161.83 $475K - $528K
52.7K $8.19M
GM
General Motors CO

Consumer Cyclical
-276
- 1.67%
$48.89 - $61.24 $13.5K - $16.9K
16.3K $993K
QCOM
Qualcomm Inc

Technology
-1.79K
- 2.66%
$145.84 - $173.55 $261K - $310K
65.5K $10.9M
XLC
Select Sector Spdr Tr Communic

ETFs
-311
- 1.31%
$105.99 - $119.41 $33K - $37.1K
23.4K $2.77M
DAL
Delta Air Lines, Inc.

Industrials
-705
- 2.26%
$49.0 - $61.97 $34.5K - $43.7K
30.5K $1.73M
AMAT
Applied Materials Inc

Technology
-70
- 0.65%
$156.25 - $204.95 $10.9K - $14.3K
10.7K $2.19M
IWM
Ishares Russell 2000 ETF

ETFs
-757
- 4.61%
$214.92 - $244.84 $163K - $185K
15.7K $3.79M
DUK
Duke Energy Corp

Utilities
-881
- 1.4%
$116.31 - $125.93 $102K - $111K
62K $7.67M
XYL
Xylem Inc.

Industrials
-250
- 1.56%
$129.67 - $147.5 $32.4K - $36.9K
15.8K $2.33M
BAC
Bank Of America Corp

Financial Services
-1.66K
- 2.0%
$44.92 - $52.42 $74.6K - $87K
81.5K $4.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-12
- 0.5%
$293.94 - $444.72 $3.53K - $5.34K
2.38K $1.06M
PSX
Phillips 66

Energy
-56
- 0.3%
$118.37 - $139.46 $6.63K - $7.81K
18.5K $2.52M
CAT
Caterpillar Inc

Industrials
-35
- 0.93%
$390.92 - $477.15 $13.7K - $16.7K
3.73K $1.78M
INTC
Intel Corp

Technology
-3.38K
- 7.83%
$19.31 - $35.5 $65.2K - $120K
39.7K $1.33M
MRK
Merck & Co., Inc.

Healthcare
-1.43K
- 1.29%
$77.6 - $87.37 $111K - $125K
109K $9.16M
NEE
Nextera Energy Inc

Utilities
-6.27K
- 4.03%
$69.77 - $77.54 $437K - $486K
149K $11.3M
MS
Morgan Stanley

Financial Services
-478
- 1.56%
$139.09 - $161.16 $66.5K - $77K
30.2K $4.79M
COP
Conocophillips

Energy
-4.48K
- 2.35%
$91.0 - $98.99 $408K - $444K
186K $17.6M
HCA
Hca Healthcare, Inc.

Healthcare
-104
- 0.77%
$334.32 - $426.2 $34.8K - $44.3K
13.4K $5.73M
LPX
Louisiana Pacific Corp

Industrials
-758
- 0.35%
$83.39 - $102.75 $63.2K - $77.9K
216K $19.2M
IYF
Ishares Tr

ETFs
-790
- 0.67%
$119.89 - $127.16 $94.7K - $100K
117K $14.8M
AOS
Smith A O Corp

Industrials
-6.32K
- 4.63%
$67.24 - $74.3 $425K - $470K
130K $9.55M
C
Citigroup Inc

Financial Services
-950
- 2.21%
$85.57 - $103.49 $81.3K - $98.3K
42.1K $4.27M
ORCL
Oracle Corp

Technology
-17
- 0.16%
$218.96 - $328.33 $3.72K - $5.58K
10.6K $2.97M
NSC
Norfolk Southern Corp

Industrials
-40
- 0.2%
$259.49 - $300.41 $10.4K - $12K
19.6K $5.89M
Activity Summary
Buys All Purchases 122 New Holdings 30 Increased Positions 92 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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