D.B. Root & Company’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$407K Buy
2019
Q4
Sell
2019
Q3
$558K Buy
2019
Q2
$460K Sell
2019
Q1
$536K Buy
2018
Q4
$501K Buy
2018
Q3
$542K Buy
2018
Q2
$573K Buy
2018
Q1
$545K Buy
2017
Q4
$570K Buy