Pettee Investors’s Mid-America Apartment Communities MAA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$221K	Hold	1,490	–	–	0.13%	103
2025 Q1	$250K	Sell	1,490 -8,681	-85%	-$1.45M	0.15%	102
2024 Q4	$1.57M	Hold	10,171	–	–	0.8%	39
2024 Q3	$1.62M	Hold	10,171	–	–	0.79%	44
2024 Q2	$1.45M	Hold	10,171	–	–	0.7%	51
2024 Q1	$1.34M	Hold	10,171	–	–	0.57%	58
2023 Q4	$1.37M	Buy	10,171 +2,340	+30%	+$315K	0.6%	55
2023 Q3	$1.01M	Hold	7,831	–	–	0.48%	60
2023 Q2	$1.19M	Hold	7,831	–	–	0.54%	58
2023 Q1	$1.18M	Hold	7,831	–	–	0.57%	59
2022 Q4	$1.23M	Hold	7,831	–	–	0.6%	56
2022 Q3	$1.21M	Hold	7,831	–	–	0.65%	50
2022 Q2	$1.37M	Hold	7,831	–	–	0.68%	52
2022 Q1	$1.64M	Hold	7,831	–	–	0.72%	45
2021 Q4	$1.8M	Sell	7,831 -638	-8%	-$146K	0.75%	42
2021 Q3	$1.58M	Hold	8,469	–	–	0.74%	44
2021 Q2	$1.43M	Hold	8,469	–	–	0.67%	48
2021 Q1	$1.22M	Hold	8,469	–	–	0.59%	54
2020 Q4	$1.07M	Hold	8,469	–	–	0.57%	52
2020 Q3	$982K	Hold	8,469	–	–	0.57%	50
2020 Q2	$971K	Sell	8,469 -521	-6%	-$59.7K	0.6%	45
2020 Q1	$926K	Hold	8,990	–	–	0.67%	43
2019 Q4	$1.19M	Buy	8,990 +638	+8%	+$84.1K	0.68%	40
2019 Q3	$1.09M	Sell	8,352 -110	-1%	-$14.3K	0.68%	39
2019 Q2	$996K	Sell	8,462 -781	-8%	-$91.9K	0.63%	48
2019 Q1	$1.01M	Buy	9,243 +891	+11%	+$97.5K	0.64%	43
2018 Q4	$799K	Hold	8,352	–	–	0.57%	51
2018 Q3	$837K	Hold	8,352	–	–	0.49%	58
2018 Q2	$841K	Buy	8,352 +955	+13%	+$96.2K	0.53%	56
2018 Q1	$675K	Buy	7,397 +402	+6%	+$36.7K	0.42%	74
2017 Q4	$703K	Buy	6,995 +119	+2%	+$12K	0.43%	70
2017 Q3	$735K	Buy	+6,876	New	+$735K	0.47%	57