EWM
BK icon

Empirical Wealth Management’s Bank of New York Mellon BK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.1M Buy
132,629
+6,037
+5% +$550K 0.27% 71
2025
Q1
$10.6M Buy
126,592
+119,415
+1,664% +$10M 0.27% 71
2024
Q4
$551K Buy
7,177
+4,065
+131% +$312K 0.02% 365
2024
Q3
$224K Sell
3,112
-924
-23% -$66.4K 0.01% 518
2024
Q2
$242K Buy
4,036
+404
+11% +$24.2K 0.01% 491
2024
Q1
$209K Buy
+3,632
New +$209K 0.01% 502
2020
Q1
Sell
-4,348
Closed -$219K 317
2019
Q4
$219K Buy
+4,348
New +$219K 0.02% 296