Evelyn Partners Investment Management’s Bank of New York Mellon BK Stock Holding History

Evelyn Partners Investment Management’s Portfolio BK Stock Details BK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.75M	Hold
2025 Q2	$3.14M	Hold
2025 Q1	$2.89M	Buy
2024 Q4	$70.3K	Buy