Caldwell Sutter Capital’s Bank of New York Mellon BK Stock Holding History

Caldwell Sutter Capital’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$865K	Hold
2025 Q2	$724K	Hold
2025 Q1	$666K	Hold
2024 Q4	$610K	Hold
2024 Q3	$571K	Hold
2024 Q2	$476K	Hold
2024 Q1	$458K	Hold
2023 Q4	$413K	Hold
2023 Q3	$339K	Hold
2023 Q2	$354K	Buy