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 | Mondelez International, Inc. Common stock | $-16.0K | -278 -3.61% | 7,422 0.03% of portfolio | low |
| Q1 2026 as of | Add | 46434G103 Common stock | $16.0K | +229 +3.57% | 6,646 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 464287804 Common stock | $-15.7K | -126 -2.65% | 4,627 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Lockheed Martin Corp Common stock | $-15.1K | -25 -0.86% | 2,871 0.10% of portfolio | low |
| Q1 2026 as of | Trim | 03463K737 Common stock | $-14.9K | -2K -0.70% | 243,245 0.13% of portfolio | low |
| Q1 2026 as of | Add | Corning Inc /Ny Common stock | $14.7K | +108 +0.61% | 17,904 0.15% of portfolio | low |
| Q1 2026 as of | Add | Prologis Inc Common stock | $14.0K | +106 +0.98% | 10,939 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Kroger Co Common stock | $-14.0K | -193 -0.89% | 21,423 0.09% of portfolio | low |
| Q1 2026 as of | Trim | 25434V104 Common stock | $-13.9K | -308 -2.78% | 10,760 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 808524102 Common stock | $-13.8K | -550 -5.07% | 10,305 0.02% of portfolio | low |
| Q1 2026 as of | Trim | GE HealthCare Technologies Inc. Common stock | $-13.7K | -192 -1.55% | 12,182 0.05% of portfolio | low |
| Q1 2026 as of | Trim | HCA Healthcare, Inc. Common stock | $-13.3K | -28 -0.21% | 13,379 0.38% of portfolio | low |
| Q1 2026 as of | Trim | Ulta Beauty, Inc. Common stock | $-13.1K | -25 -1.42% | 1,735 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y860 Common stock | $-12.2K | -300 -1.86% | 15,799 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Hewlett Packard Enterprise Co Common stock | $-11.9K | -500 -3.91% | 12,298 0.02% of portfolio | low |
| Q1 2026 as of | Add | 464287234 Common stock | $11.7K | +206 +3.14% | 6,766 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 464287309 Common stock | $-11.3K | -100 -2.33% | 4,191 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 464287200 Common stock | $-11.1K | -17 -0.21% | 8,123 0.32% of portfolio | low |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-10.7K | -100 -1.34% | 7,340 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Allstate Corp Common stock | $-10.4K | -50 -4.35% | 1,099 0.01% of portfolio | low |
| Q1 2026 as of | Add | 808524805 Common stock | $10.1K | +408 +3.32% | 12,683 0.02% of portfolio | low |
| Q1 2026 as of | Add | International Business Machines Corp Common stock | $9.7K | +40 +0.61% | 6,579 0.10% of portfolio | low |
| Q1 2026 as of | Trim | 922908512 Common stock | $-9.2K | -50 -3.34% | 1,448 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 922908769 Common stock | $-9.0K | -28 -1.33% | 2,077 0.04% of portfolio | low |
| Q1 2026 as of | Add | 81369Y704 Common stock | $8.6K | +53 +0.15% | 36,160 0.35% of portfolio | low |
| Q1 2026 as of | Trim | Mohawk Industries Inc Common stock | $-7.4K | -75 -1.74% | 4,238 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Otis Worldwide Corp Common stock | $-7.3K | -95 -2.37% | 3,915 0.02% of portfolio | low |
| Q1 2026 as of | Trim | American Tower Corp Common stock | $-7.2K | -42 -1.85% | 2,232 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 78470P705 Common stock | $-6.8K | -250 -0.27% | 92,850 0.15% of portfolio | low |
| Q1 2026 as of | Trim | Starbucks Corp Common stock | $-6.5K | -73 -1.76% | 4,086 0.02% of portfolio | low |
| Q1 2026 as of | Add | 808524797 Common stock | $6.3K | +205 +1.03% | 20,169 0.04% of portfolio | low |
| Q1 2026 as of | Trim | AT&T Inc. Common stock | $-6.0K | -207 -1.26% | 16,213 0.03% of portfolio | low |
| Q1 2026 as of | Add | PTY PIMCO Corporate & Income Opportunity Fund Closed-End Fund | $5.7K | +473 +2.78% | 17,469 0.01% of portfolio | low |
| Q1 2026 as of | Add | 921946406 Common stock | $5.6K | +38 +1.64% | 2,357 0.02% of portfolio | low |
| Q1 2026 as of | Add | 37954Y871 Common stock | $5.6K | +115 +1.11% | 10,450 0.03% of portfolio | low |
| Q1 2026 as of | Add | 808524201 Common stock | $5.6K | +217 +1.14% | 19,326 0.03% of portfolio | low |
| Q1 2026 as of | Add | Huntington Bancshares Inc /Md Common stock | $5.5K | +350 +2.90% | 12,400 0.01% of portfolio | low |
| Q1 2026 as of | Add | 37954Y475 Common stock | $5.4K | +139 +2.30% | 6,187 0.01% of portfolio | low |
| Q1 2026 as of | Add | 12811P108 Common stock | $5.3K | +491 +2.56% | 19,687 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 46641Q837 Common stock | $-5.1K | -100 -0.21% | 48,476 0.15% of portfolio | low |
| Q1 2026 as of | Trim | Coca Cola Consolidated Inc Common stock | $-5.0K | -26 -1.31% | 1,958 0.02% of portfolio | low |
| Q1 2026 as of | Add | 92206C771 Common stock | $5.0K | +106 +1.71% | 6,305 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Louisiana-Pacific Corp Common stock | $-4.9K | -67 -0.03% | 195,854 0.86% of portfolio | low |
| Q1 2026 as of | Trim | Colgate Palmolive Co Common stock | $-4.9K | -57 -0.88% | 6,435 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Intel Corp Common stock | $-4.4K | -100 -0.27% | 37,583 0.10% of portfolio | low |
| Q1 2026 as of | Add | EPD Enterprise Products Partners L.P. MLP | $4.3K | +114 +0.79% | 14,471 0.03% of portfolio | low |
| Q1 2026 as of | Trim | General Mills Inc Common stock | $-4.2K | -112 -1.35% | 8,206 0.02% of portfolio | low |
| Q1 2026 as of | Add | 97717W851 Common stock | $3.3K | +21 +0.22% | 9,376 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Medtronic plc Common stock | $-3.0K | -35 -0.28% | 12,466 0.07% of portfolio | low |
| Q1 2026 as of | Trim | 464287598 Common stock | $-3.0K | -14 -1.22% | 1,135 0.01% of portfolio | low |