EWM
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 |
|