Burney 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 | $11.2M | Sell |
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|
2025
Q2 | $11.8M | Buy |
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|
2025
Q1 | $6.44M | Sell |
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|
2024
Q4 | $5.94M | Sell |
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|
2024
Q3 | $5.71M | Sell |
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|
2024
Q2 | $4.83M | Buy |
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|
2024
Q1 | $4.45M | Sell |
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|
2023
Q4 | $5.08M | Sell |
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|
2023
Q3 | $4.38M | Sell |
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|
2023
Q2 | $4.78M | Sell |
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|
2023
Q1 | $5.31M | Buy |
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|
2022
Q4 | $5.04M | Buy |
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|
2022
Q3 | $3.14M | Sell |
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|
2022
Q2 | $3.52M | Buy |
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|
2022
Q1 | $4.12M | Buy |
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|
2021
Q4 | $4.77M | Sell |
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|
2021
Q3 | $4.32M | Sell |
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|
2021
Q2 | $4.33M | Buy |
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|
2021
Q1 | $3.96M | Buy |
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|
2020
Q4 | $3.45M | Sell |
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|
2020
Q3 | $3.29M | Sell |
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|
2020
Q2 | $4.83M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $416K | Buy |
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