CSM Advisors’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 | $36M | Sell |
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|
2025
Q2 | $38.7M | Buy |
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|
2025
Q1 | $3.03M | Sell |
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|
2024
Q4 | $8.54M | Sell |
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|
2024
Q3 | $8.35M | Sell |
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|
2024
Q2 | $7.48M | Sell |
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|
2024
Q1 | $7.33M | Sell |
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|
2023
Q4 | $6.72M | Sell |
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|
2023
Q3 | $5.58M | Sell |
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|
2023
Q2 | $5.86M | Buy |
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|
2023
Q1 | $5.98M | Buy |
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|
2022
Q4 | $5.52M | Sell |
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|
2022
Q3 | $4.71M | Sell |
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|
2022
Q2 | $5.8M | Buy |
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|
2022
Q1 | $6.87M | Sell |
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|
2021
Q4 | $9.36M | Sell |
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|
2021
Q3 | $8.42M | Buy |
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|
2021
Q2 | $8.26M | Sell |
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|
2021
Q1 | $8.1M | Buy |
|