Geller Advisors’s Bank of New York Mellon BK Stock Holding History

Geller Advisors’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.69M	Sell
2024 Q3	$1.58M	Sell
2024 Q2	$1.38M	Buy
2024 Q1	$1.32M	Buy
2023 Q4	$1.18M	Sell
2023 Q3	$985K	Buy
2023 Q2	$331K	Buy
2022 Q2	–	Sell
2022 Q1	$200K	Buy
2021 Q4	$222K	Buy