Institutions / Patten & Patten INC/TN / Activity
Activity — Patten & Patten INC/TN
265 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Phillips 66 Common stock | $-41.9K | -230 -1.39% | 16,363 0.18% of portfolio | low |
| Q1 2026 as of | Trim | Chevron Corp Common stock | $-41.2K | -199 -0.39% | 50,755 0.63% of portfolio | low |
| Q1 2026 as of | Trim | RTX Corp Common stock | $-40.9K | -212 -0.14% | 147,633 1.72% of portfolio | low |
| Q1 2026 as of | Trim | 464287788 Common stock | $-39.9K | -339 -0.29% | 116,943 0.83% of portfolio | low |
| Q1 2026 as of | Trim | 72201R577 Common stock | $-38.7K | -383 -2.31% | 16,181 0.10% of portfolio | low |
| Q1 2026 as of | Trim | The Goldman Sachs Group, Inc. Common stock | $-38.1K | -45 -1.04% | 4,291 0.22% of portfolio | low |
| Q1 2026 as of | Trim | FedEx Corp Common stock | $-37.0K | -104 -1.20% | 8,587 0.18% of portfolio | low |
| Q1 2026 as of | Add | CARRIER GLOBAL Corp Common stock | $36.6K | +650 +3.62% | 18,626 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Paychex Inc Common stock | $-34.5K | -375 -11.58% | 2,862 0.02% of portfolio | low |
| Q1 2026 as of | Add | Norfolk Southern Corp Common stock | $34.2K | +119 +0.63% | 19,034 0.33% of portfolio | low |
| Q1 2026 as of | Add | General Electric Co Common stock | $34.1K | +120 +0.81% | 14,919 0.26% of portfolio | low |
| Q1 2026 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-33.8K | -100 -3.51% | 2,751 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Dolby Laboratories Inc Common stock | $-31.5K | -525 -8.56% | 5,610 0.02% of portfolio | low |
| Q1 2026 as of | Add | Constellation Brands, Inc. Common stock | $31.4K | +209 +0.84% | 25,205 0.23% of portfolio | low |
| Q1 2026 as of | Trim | Automatic Data Processing Inc Common stock | $-30.5K | -150 -2.92% | 4,979 0.06% of portfolio | low |
| Q1 2026 as of | Add | 97717X701 Common stock | $30.3K | +580 +0.22% | 263,192 0.83% of portfolio | low |
| Q1 2026 as of | Trim | 464288844 Common stock | $-29.8K | -1K -7.35% | 12,990 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 3M Co Common stock | $-29.0K | -200 -1.29% | 15,257 0.13% of portfolio | low |
| Q1 2026 as of | Trim | Air Products & Chemicals, Inc. Common stock | $-28.5K | -98 -3.47% | 2,729 0.05% of portfolio | low |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-27.2K | -156 -0.36% | 43,484 0.46% of portfolio | low |
| Q1 2026 as of | Trim | 670100205 Common stock | $-27.1K | -738 -1.97% | 36,815 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Verizon Communications Inc Common stock | $-25.7K | -512 -2.49% | 20,012 0.06% of portfolio | low |
| Q1 2026 as of | Add | 808524300 Common stock | $25.7K | +881 +6.40% | 14,652 0.03% of portfolio | low |
| Q1 2026 as of | Trim | American Express Co Common stock | $-25.4K | -84 -1.78% | 4,644 0.08% of portfolio | low |
| Q1 2026 as of | Add | Palantir Technologies Inc Common stock | $24.4K | +167 +7.46% | 2,406 0.02% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $24.0K | +42 +2.20% | 1,954 0.07% of portfolio | low |
| Q1 2026 as of | Trim | 46428Q109 Common stock | $-23.8K | -350 -9.95% | 3,167 0.01% of portfolio | low |
| Q1 2026 as of | Add | 29250N105 Common stock | $23.3K | +430 +4.06% | 11,033 0.04% of portfolio | low |
| Q1 2026 as of | Add | 464287440 Common stock | $22.8K | +239 +3.88% | 6,397 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Hologic Inc Common stock | $-22.7K | -300 -8.67% | 3,162 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Citigroup Inc Common stock | $-22.6K | -199 -0.49% | 40,709 0.28% of portfolio | low |
| Q1 2026 as of | Trim | 464288687 Common stock | $-21.7K | -715 -5.83% | 11,541 0.02% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $21.6K | +90 +1.58% | 5,792 0.08% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $21.1K | +110 +1.00% | 11,157 0.13% of portfolio | low |
| Q1 2026 as of | Trim | Emerson Electric Co Common stock | $-21.0K | -160 -1.69% | 9,286 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Electronic Arts Inc. Common stock | $-20.4K | -100 -2.39% | 4,082 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Mcdonald'S Corp Common stock | $-19.9K | -64 -0.72% | 8,817 0.17% of portfolio | low |
| Q1 2026 as of | Trim | Slb LIMITED/NV Common stock | $-19.8K | -385 -7.27% | 4,912 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Republic Services, Inc. Common stock | $-19.7K | -90 -0.73% | 12,253 0.16% of portfolio | low |
| Q1 2026 as of | Trim | Amgen Inc Common stock | $-19.0K | -54 -1.69% | 3,146 0.07% of portfolio | low |
| Q1 2026 as of | Add | 464287630 Common stock | $19.0K | +100 +4.87% | 2,152 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Waste Management Inc Common stock | $-18.8K | -82 -7.18% | 1,060 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 464288836 Common stock | $-18.6K | -215 -0.80% | 26,540 0.14% of portfolio | low |
| Q1 2026 as of | Add | Constellation Energy Corp Common stock | $18.2K | +65 +4.11% | 1,648 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Tesla Inc Common stock | $-17.5K | -47 -1.91% | 2,417 0.05% of portfolio | low |
| Q1 2026 as of | Add | Ecolab Inc. Common stock | $17.3K | +65 +0.91% | 7,225 0.12% of portfolio | low |
| Q1 2026 as of | Trim | Target Corp Common stock | $-17.0K | -140 -2.36% | 5,784 0.04% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y209 Common stock | $-16.9K | -115 -0.25% | 45,162 0.40% of portfolio | low |
| Q1 2026 as of | Trim | Philip Morris International Inc. Common stock | $-16.5K | -100 -1.18% | 8,366 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Morgan Stanley Common stock | $-16.5K | -100 -0.39% | 25,259 0.25% of portfolio | low |