Fiduciary Family Office’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 | $1.75M | Sell |
19,234
-4,069
| -17% | -$371K | 0.57% | 30 |
|
|
2025
Q1 | $1.95M | Buy |
+23,303
| New | +$1.95M | 0.65% | 28 |
|
|
2024
Q4 | – | Sell |
-24,928
| Closed | -$1.79M | – | 81 |
|
|
2024
Q3 | $1.79M | Sell |
24,928
-2,559
| -9% | -$184K | 0.59% | 32 |
|
|
2024
Q2 | $1.65M | Buy |
27,487
+615
| +2% | +$36.8K | 0.65% | 32 |
|
|
2024
Q1 | $1.55M | Buy |
26,872
+11,815
| +78% | +$681K | 0.61% | 42 |
|
|
2023
Q4 | $784K | Buy |
+15,057
| New | +$784K | 0.34% | 61 |
|