Annis Gardner Whiting Capital Advisors’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Buy |
1,929
+981
| +103% | +$89.4K | 0.06% | 225 |
|
|
2025
Q1 | $79.5K | Buy |
948
+22
| +2% | +$1.85K | 0.03% | 299 |
|
|
2024
Q4 | $71.1K | Sell |
926
-727
| -44% | -$55.9K | 0.02% | 310 |
|
|
2024
Q3 | $119K | Sell |
1,653
-1,358
| -45% | -$97.6K | 0.03% | 271 |
|
|
2024
Q2 | $180K | Sell |
3,011
-59
| -2% | -$3.53K | 0.05% | 223 |
|
|
2024
Q1 | $177K | Buy |
3,070
+1,108
| +56% | +$63.8K | 0.06% | 200 |
|
|
2023
Q4 | $102K | Buy |
1,962
+1,679
| +593% | +$87.4K | 0.05% | 218 |
|
|
2023
Q3 | $12.1K | Buy |
+283
| New | +$12.1K | 0.01% | 443 |
|