Evermay Wealth 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 | $164K | Hold |
1,797
| – | – | 0.02% | 211 |
|
|
2025
Q1 | $151K | Hold |
1,797
| – | – | 0.02% | 218 |
|
|
2024
Q4 | $138K | Hold |
1,797
| – | – | 0.02% | 224 |
|
|
2024
Q3 | $129K | Hold |
1,797
| – | – | 0.02% | 241 |
|
|
2024
Q2 | $108K | Sell |
1,797
-510
| -22% | -$30.5K | 0.02% | 260 |
|
|
2024
Q1 | $133K | Sell |
2,307
-7
| -0.3% | -$403 | 0.02% | 242 |
|
|
2023
Q4 | $120K | Buy |
2,314
+7
| +0.3% | +$364 | 0.02% | 226 |
|
|
2023
Q3 | $98.4K | Sell |
2,307
-298
| -11% | -$12.7K | 0.02% | 239 |
|
|
2023
Q2 | $116K | Sell |
2,605
-750
| -22% | -$33.4K | 0.02% | 227 |
|
|
2023
Q1 | $152K | Buy |
3,355
+298
| +10% | +$13.5K | 0.03% | 199 |
|
|
2022
Q4 | $139K | Hold |
3,057
| – | – | 0.03% | 198 |
|
|
2022
Q3 | $118K | Hold |
3,057
| – | – | 0.02% | 201 |
|
|
2022
Q2 | $128K | Hold |
3,057
| – | – | 0.02% | 194 |
|
|
2022
Q1 | $152K | Buy |
3,057
+2,250
| +279% | +$112K | 0.03% | 212 |
|
|
2021
Q4 | $47K | Sell |
807
-25
| -3% | -$1.46K | 0.01% | 286 |
|
|
2021
Q3 | $43K | Sell |
832
-50
| -6% | -$2.58K | 0.01% | 277 |
|
|
2021
Q2 | $45K | Buy |
+882
| New | +$45K | 0.01% | 299 |
|