Pettee Investors, Inc. Purchases and Sells in Q2 2025

Pettee Investors, Inc.

$162 Million
Q2 2025

Top Buys

Incresed Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GS	310 + 12.79%	$462.22 - $707.75 $143K - $219K	2.73K $1.93M
WIX	1.89K + 42.42%	$146.5 - $189.61 $277K - $358K	6.35K $1.01M
CRM	544 + 45.71%	$236.26 - $291.15 $129K - $158K	1.73K $472K
RTX	250 + 16.56%	$113.75 - $148.48 $28.4K - $37.1K	1.76K $256K
GPN	3.04K + 24.07%	$67.47 - $99.6 $205K - $303K	15.7K $1.25M
Cisco Systems	5.64K + 78.92%	N/A	12.8K $0

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFX	8.57K New	$205.5 - $280.54 $1.76M - $2.4M	8.57K $2.22M
DDOG	4.47K New	$87.0 - $134.33 $389K - $600K	4.47K $600K
LPLA	1.49K New	$283.31 - $388.96 $422K - $580K	1.49K $558K
COF	2.06K New	$150.57 - $212.76 $309K - $437K	2.06K $437K
VRSN	765 New	$234.49 - $288.8 $179K - $221K	765 $220K
ORCL	1K New	$122.82 - $218.63 $123K - $219K	1K $218K

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DOV	-10.8K - 65.88%	$151.14 - $186.7 $1.63M - $2.02M	5.6K $1.03M
SCHW	-21.1K - 48.81%	$69.06 - $91.24 $1.46M - $1.93M	22.2K $2.02M
BMY	-9.9K - 24.55%	$44.12 - $59.6 $437K - $590K	30.4K $1.41M
JNJ	-378 - 0.75%	$146.36 - $159.82 $55.3K - $60.4K	50K $7.64M
UNH	-3 - 0.09%	$274.35 - $599.47 $823 - $1.8K	3.19K $996K
AAPL	-750 - 2.49%	$172.42 - $223.89 $129K - $168K	29.4K $6.03M

Activity Summary All Purchases 16 New Holdings 7 Increased Positions 9 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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