Callan Family Office’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
118,428
+82,132
| +226% | +$7.48M | 0.34% | 56 |
|
|
2025
Q1 | $3.04M | Sell |
36,296
-2,113
| -6% | -$177K | 0.23% | 98 |
|
|
2024
Q4 | $2.95M | Buy |
+38,409
| New | +$2.95M | 0.19% | 105 |
|
|
2023
Q2 | – | Sell |
-19,447
| Closed | -$884K | – | 111 |
|
|
2023
Q1 | $884K | Buy |
+19,447
| New | +$884K | 0.21% | 68 |
|