Freedom Together Foundation’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 | – | Sell |
-6,680
| Closed | -$560K | – | 8 |
|
|
2025
Q1 | $560K | Hold |
6,680
| – | – | 0.07% | 19 |
|
|
2024
Q4 | $513K | Sell |
6,680
-25,000
| -79% | -$1.92M | 0.06% | 19 |
|
|
2024
Q3 | $2.28M | Sell |
31,680
-48,000
| -60% | -$3.45M | 0.24% | 19 |
|
|
2024
Q2 | $4.77M | Sell |
79,680
-17,000
| -18% | -$1.02M | 0.51% | 19 |
|
|
2024
Q1 | $5.57M | Hold |
96,680
| – | – | 0.61% | 18 |
|
|
2023
Q4 | $5.03M | Buy |
+96,680
| New | +$5.03M | 0.54% | 18 |
|