Pettee Investors’s Bank of New York Mellon BK Stock Holding History

Pettee Investors’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$898K	Hold
2025 Q1	$826K	Sell
2024 Q4	$1M	Hold
2024 Q3	$936K	Hold
2024 Q2	$780K	Hold
2024 Q1	$750K	Hold
2023 Q4	$678K	Hold
2023 Q3	$555K	Hold
2023 Q2	$580K	Buy
2023 Q1	$558K	Buy
2022 Q4	$481K	Hold
2022 Q3	$407K	Hold
2022 Q2	$440K	Hold
2022 Q1	$524K	Hold
2021 Q4	$613K	Hold
2021 Q3	$547K	Hold
2021 Q2	$541K	Hold
2021 Q1	$499K	Hold
2020 Q4	$448K	Hold
2020 Q3	$363K	Hold
2020 Q2	$408K	Hold
2020 Q1	$356K	Hold
2019 Q4	$531K	Hold
2019 Q3	$477K	Hold
2019 Q2	$466K	Hold
2019 Q1	$533K	Hold
2018 Q4	$497K	Hold
2018 Q3	$538K	Hold
2018 Q2	$570K	Hold
2018 Q1	$544K	Hold
2017 Q4	$569K	Hold
2017 Q3	$560K	Hold
2017 Q2	$539K	Hold
2017 Q1	$499K	Hold
2016 Q4	$500K	Hold
2016 Q3	$421K	Hold
2016 Q2	$410K	Hold
2016 Q1	$389K	Hold
2015 Q4	$435K	Hold
2015 Q3	$413K	Hold
2015 Q2	$443K	Hold
2015 Q1	$425K	Hold
2014 Q4	$428K	Hold
2014 Q3	$409K	Sell
2014 Q2	$594K	Hold
2014 Q1	$559K	Hold
2013 Q4	$553K	Buy