Councilmark 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
$2.39M Buy
26,224
+30
+0.1% +$2.73K 1.51% 19
2025
Q1
$2.2M Hold
26,194
1.48% 20
2024
Q4
$2.01M Buy
26,194
+99
+0.4% +$7.61K 1.35% 20
2024
Q3
$1.88M Hold
26,095
1.26% 22
2024
Q2
$1.56M Hold
26,095
1.11% 25
2024
Q1
$1.5M Buy
+26,095
New +$1.5M 1.08% 29