Fiduciary Group’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 | $385K | Hold |
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|
2025
Q1 | $354K | Sell |
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|
2024
Q4 | $328K | Hold |
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|
2024
Q3 | $307K | Buy |
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|
2024
Q2 | $249K | Hold |
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|
2024
Q1 | $240K | Hold |
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|
2023
Q4 | $217K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $242K | Hold |
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|
2021
Q3 | $246K | Hold |
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|
2021
Q2 | $214K | Hold |
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|
2021
Q1 | $208K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $280K | Sell |
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|
2019
Q3 | $261K | Hold |
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|
2019
Q2 | $255K | Hold |
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|
2019
Q1 | $291K | Buy |
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|
2018
Q4 | $262K | Hold |
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|
2018
Q3 | $284K | Hold |
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|
2018
Q2 | $300K | Hold |
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|
2018
Q1 | $287K | Sell |
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|
2017
Q4 | $305K | Buy |
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|
2017
Q3 | $295K | Hold |
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|
2017
Q2 | $284K | Hold |
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|
2017
Q1 | $263K | Hold |
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|
2016
Q4 | $264K | Hold |
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|
2016
Q3 | $222K | Hold |
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|
2016
Q2 | $216K | Hold |
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|
2016
Q1 | $205K | Hold |
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|
2015
Q4 | $229K | Buy |
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|
2015
Q3 | $214K | Buy |
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|
2015
Q2 | $217K | Buy |
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