Congress Asset Management’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 | $695K | Hold |
7,632
| – | – | ﹤0.01% | 330 |
|
|
2025
Q1 | $640K | Hold |
7,632
| – | – | ﹤0.01% | 321 |
|
|
2024
Q4 | $586K | Hold |
7,632
| – | – | ﹤0.01% | 339 |
|
|
2024
Q3 | $548K | Buy |
7,632
+461
| +6% | +$33.1K | ﹤0.01% | 317 |
|
|
2024
Q2 | $429K | Hold |
7,171
| – | – | ﹤0.01% | 337 |
|
|
2024
Q1 | $413K | Hold |
7,171
| – | – | ﹤0.01% | 332 |
|
|
2023
Q4 | $373K | Hold |
7,171
| – | – | ﹤0.01% | 350 |
|
|
2023
Q3 | $306K | Buy |
+7,171
| New | +$306K | ﹤0.01% | 356 |
|