Great Diamond Partners’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	$2.27M	Buy	+24,903	New	+$2.27M	0.48%	59
2024 Q2	–	Sell	-3,482	Closed	-$201K	–	214
2024 Q1	$201K	Buy	+3,482	New	+$201K	0.05%	218
2020 Q1	–	Sell	-4,154	Closed	-$209K	–	175
2019 Q4	$209K	Buy	+4,154	New	+$209K	0.08%	148