Evercore Wealth Management’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
Q2 | $357K | Hold |
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|
2025
Q1 | $328K | Hold |
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|
2024
Q4 | $301K | Hold |
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|
2024
Q3 | $281K | Hold |
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|
2024
Q2 | $234K | Hold |
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|
2024
Q1 | $225K | Hold |
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|
2023
Q4 | $204K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $224K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $392K | Sell |
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|
2019
Q3 | $371K | Sell |
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|
2019
Q2 | $413K | Sell |
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|
2019
Q1 | $476K | Buy |
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|
2018
Q4 | $374K | Sell |
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|
2018
Q3 | $831K | Buy |
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|
2018
Q2 | $875K | Buy |
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|
2018
Q1 | $408K | Hold |
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|
2017
Q4 | $427K | Sell |
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|
2017
Q3 | $446K | Hold |
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|
2017
Q2 | $430K | Sell |
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|
2017
Q1 | $402K | Sell |
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|
2016
Q4 | $425K | Sell |
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|
2016
Q3 | $435K | Sell |
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|
2016
Q2 | $488K | Buy |
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|
2016
Q1 | $456K | Hold |
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|
2015
Q4 | $510K | Buy |
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|
2015
Q3 | $426K | Hold |
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|
2015
Q2 | $456K | Hold |
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|
2015
Q1 | $438K | Hold |
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|
2014
Q4 | $441K | Sell |
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|
2014
Q3 | $465K | Buy |
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|
2014
Q2 | $292K | Buy |
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|
2014
Q1 | $267K | Hold |
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|
2013
Q4 | $265K | Sell |
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|
2013
Q3 | $232K | Sell |
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|
2013
Q2 | $229K | Buy |
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