Global Financial Private Client’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 Q3 | $2.86M | Sell |  | |||||
| 2025 Q2 | $2.43M | Buy |  | |||||
| 2025 Q1 | $2.01M | Sell |  | |||||
| 2024 Q4 | $1.97M | Buy |  | |||||
| 2024 Q3 | $1.65M | Buy |  | |||||
| 2024 Q2 | $500K | Buy |  | |||||
| 2024 Q1 | $55.9K | Hold |  | |||||
| 2023 Q4 | $51.1K | Hold |  | |||||
| 2023 Q3 | $41.3K | Hold |  | |||||
| 2023 Q2 | $44.2K | Hold |  | |||||
| 2023 Q1 | $44.3K | Hold |  | |||||
| 2022 Q4 | $44.7K | Hold |  | |||||
| 2022 Q3 | $38.9K | Hold |  | |||||
| 2022 Q2 | $41.6K | Hold |  | |||||
| 2022 Q1 | $48.5K | Hold |  | |||||
| 2021 Q4 | $57K | Sell |  | |||||
| 2021 Q3 | $99.9K | Hold |  | |||||
| 2021 Q2 | $97.1K | Hold |  | |||||
| 2021 Q1 | $89.6K | Hold |  | |||||
| 2020 Q4 | $80.1K | Hold |  | |||||
| 2020 Q3 | $64.5K | Hold |  | |||||
| 2020 Q2 | $71K | Buy |  | |||||
| 2020 Q1 | $29.7K | Hold |  | |||||
| 2019 Q4 | $45.6K | Buy |  |