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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.13M Buy
34,415
+31,615
+1,129% +$2.88M 0.13% 67
2025
Q1
$2.89M Buy
+2,800
New +$2.89M 0.13% 70