Barrett & Company’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $427K | Hold |
|
|||||
|
2025
Q2 | $357K | Hold |
|
|||||
|
2025
Q1 | $329K | Hold |
|
|||||
|
2024
Q4 | $301K | Hold |
|
|||||
|
2024
Q3 | $282K | Hold |
|
|||||
|
2024
Q2 | $235K | Sell |
|
|||||
|
2024
Q1 | $241K | Sell |
|
|||||
|
2023
Q4 | $223K | Hold |
|
|||||
|
2023
Q3 | $182K | Hold |
|
|||||
|
2023
Q2 | $190K | Hold |
|
|||||
|
2023
Q1 | $194K | Hold |
|
|||||
|
2022
Q4 | $195K | Hold |
|
|||||
|
2022
Q3 | $195K | Buy |
|