Diversified Trust’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 | $4.01M | Sell |
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|
2025
Q2 | $3.36M | Sell |
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|
2025
Q1 | $3.54M | Sell |
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|
2024
Q4 | $3.86M | Sell |
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|
2024
Q3 | $3.61M | Buy |
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|
2024
Q2 | $1.93M | Sell |
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|
2024
Q1 | $2.58M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $462K | Buy |
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|
2022
Q4 | $444K | Buy |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $246K | Sell |
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|
2021
Q3 | $499K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $344K | Sell |
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|
2020
Q3 | $345K | Sell |
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|
2020
Q2 | $433K | Buy |
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|
2020
Q1 | $255K | Sell |
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|
2019
Q4 | $456K | Buy |
|