Annis Gardner Whiting Capital Advisors’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $627K | Sell |
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|
2025
Q4 | $655K | Buy |
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|
2025
Q3 | $181K | Sell |
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|
2025
Q2 | $176K | Buy |
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|
2025
Q1 | $79.5K | Buy |
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|
2024
Q4 | $71.1K | Sell |
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|
2024
Q3 | $119K | Sell |
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|
2024
Q2 | $180K | Sell |
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|
2024
Q1 | $177K | Buy |
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|
2023
Q4 | $102K | Buy |
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|
2023
Q3 | $12.1K | Buy |
|