Congress Asset Management’s Bank of New York Mellon BK Stock Holding History

Congress Asset Management’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	$832K	Hold
2025 Q2	$695K	Hold
2025 Q1	$640K	Hold
2024 Q4	$586K	Hold
2024 Q3	$548K	Buy
2024 Q2	$429K	Hold
2024 Q1	$413K	Hold
2023 Q4	$373K	Hold
2023 Q3	$306K	Buy