Bartlett & Co Wealth Management’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 | $1.81M | Hold |
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|
2025
Q2 | $1.51M | Buy |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.27M | Hold |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $914K | Hold |
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|
2023
Q2 | $954K | Buy |
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|
2023
Q1 | $882K | Hold |
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|
2022
Q4 | $884K | Sell |
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|
2022
Q3 | $749K | Sell |
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|
2022
Q2 | $835K | Buy |
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|
2022
Q1 | $991K | Sell |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $1.17M | Sell |
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|
2020
Q3 | $977K | Sell |
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|
2020
Q2 | $1.3M | Sell |
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|
2020
Q1 | $1.28M | Sell |
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|
2019
Q4 | $2.03M | Sell |
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|
2019
Q3 | $1.83M | Buy |
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|
2019
Q2 | $1.54M | Sell |
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|
2019
Q1 | $1.86M | Buy |
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|
2018
Q4 | $1.74M | Sell |
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|
2018
Q3 | $2.03M | Sell |
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|
2018
Q2 | $2.17M | Sell |
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|
2018
Q1 | $2.08M | Buy |
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