PATTEN & PATTEN INC/TN
Holdings in SW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $29,997,479 | 775,730 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $40,279,095 | 946,185 | Shares | Sole | 2025-10-31 |
| 2025-06-30 | $40,994,139 | 950,038 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $44,174,120 | 980,340 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $52,900,753 | 982,190 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $49,538,262 | 1,002,393 | Shares | Sole | 2024-11-04 |