Cerity Partners’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 | $9.8M | Buy |
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|
2025
Q2 | $7.06M | Sell |
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|
2025
Q1 | $7.26M | Buy |
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|
2024
Q4 | $4.58M | Buy |
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|
2024
Q3 | $3.81M | Buy |
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|
2024
Q2 | $2M | Sell |
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|
2024
Q1 | $2.19M | Buy |
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|
2023
Q4 | $865K | Sell |
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|
2023
Q3 | $5.77M | Sell |
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|
2023
Q2 | $6.09M | Buy |
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|
2023
Q1 | $659K | Sell |
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|
2022
Q4 | $701K | Buy |
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|
2022
Q3 | $404K | Buy |
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|
2022
Q2 | $422K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $252K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $211K | Sell |
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|
2019
Q1 | $304K | Sell |
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|
2018
Q4 | $364K | Sell |
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|
2018
Q3 | $452K | Buy |
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|
2018
Q2 | $466K | Sell |
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|
2018
Q1 | $672K | Sell |
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|
2017
Q4 | $708K | Buy |
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|
2017
Q3 | $695K | Sell |
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|
2017
Q2 | $3.2M | Buy |
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|
2017
Q1 | $546K | Buy |
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