Concurrent Investment Advisors’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 | $2.86M | Sell |
31,343
-3,719
| -11% | -$339K | 0.06% | 337 |
|
|
2025
Q1 | $2.94M | Sell |
35,062
-5,694
| -14% | -$478K | 0.07% | 284 |
|
|
2024
Q4 | $3.13M | Buy |
40,756
+33,546
| +465% | +$2.58M | 0.08% | 238 |
|
|
2024
Q3 | $518K | Sell |
7,210
-955
| -12% | -$68.6K | 0.02% | 604 |
|
|
2024
Q2 | $489K | Buy |
8,165
+696
| +9% | +$41.7K | 0.02% | 585 |
|
|
2024
Q1 | $430K | Buy |
7,469
+548
| +8% | +$31.6K | 0.02% | 582 |
|
|
2023
Q4 | $360K | Buy |
+6,921
| New | +$360K | 0.02% | 588 |
|