Ownership history in PATTEN & PATTEN INC/TN · 105 quarters on record
This page tracks every 13F SEC filing in which PATTEN & PATTEN INC/TN reported a position in Wal-Mart Stores COM (WMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 226,442 | -5,821 | -2.5% | 1.48% | $25.2M | $111.18 |
| 2025 Q3 | REDUCED | 232,263 | -2,075 | -0.9% | 1.41% | $23.9M | $102.64 |
| 2025 Q2 | REDUCED | 234,338 | -5,962 | -2.5% | 1.48% | $22.9M | $97.15 |
| 2025 Q1 | REDUCED | 240,300 | -5,226 | -2.1% | 1.41% | $21.1M | $87.02 |
| 2024 Q4 | REDUCED | 245,526 | -4,889 | -2.0% | 1.47% | $22.2M | $89.31 |
| 2024 Q3 | ADDED | 250,415 | +11,362 | +4.8% | 1.34% | $20.2M | $79.64 |
| 2024 Q2 | ADDED | 239,053 | +3,428 | +1.5% | 1.13% | $16.2M | $66.59 |
| 2024 Q1 | ADDED | 235,625 | +161,095 | +216.1% | 1.01% | $14.2M | $58.97 |
| 2023 Q4 | ADDED | 74,530 | +6,669 | +9.8% | 0.96% | $11.7M | $51.33 |
| 2023 Q3 | ADDED | 67,861 | +720 | +1.1% | 0.95% | $10.9M | $51.88 |
As of 2025 Q4 — sorted by position size