GF
Gries Financial’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
18,093
+477
| +3% | +$43.5K | 0.3% | 83 |
|
|
2025
Q1 | $1.48M | Sell |
17,616
-3,331
| -16% | -$279K | 0.29% | 84 |
|
|
2024
Q4 | $1.61M | Sell |
20,947
-85
| -0.4% | -$6.53K | 0.29% | 86 |
|
|
2024
Q3 | $1.51M | Sell |
21,032
-4,600
| -18% | -$331K | 0.28% | 88 |
|
|
2024
Q2 | $1.54M | Sell |
25,632
-16,917
| -40% | -$1.01M | 0.32% | 84 |
|
|
2024
Q1 | $2.45M | Sell |
42,549
-270
| -0.6% | -$15.6K | 0.41% | 61 |
|
|
2023
Q4 | $2.23M | Sell |
42,819
-902
| -2% | -$46.9K | 0.49% | 49 |
|
|
2023
Q3 | $1.86M | Sell |
43,721
-378
| -0.9% | -$16.1K | 0.5% | 53 |
|
|
2023
Q2 | $1.96M | Buy |
44,099
+299
| +0.7% | +$13.3K | 0.54% | 51 |
|
|
2023
Q1 | $1.99M | Sell |
43,800
-3,474
| -7% | -$158K | 0.59% | 52 |
|
|
2022
Q4 | $2.15M | Buy |
+47,274
| New | +$2.15M | 0.71% | 51 |
|
|
2022
Q1 | – | Sell |
-21,610
| Closed | -$1.26M | – | 150 |
|
|
2021
Q4 | $1.26M | Sell |
21,610
-38,311
| -64% | -$2.22M | 0.51% | 53 |
|
|
2021
Q3 | $3.11M | Sell |
59,921
-104
| -0.2% | -$5.39K | 0.97% | 21 |
|
|
2021
Q2 | $3.09M | Sell |
60,025
-611
| -1% | -$31.5K | 0.99% | 20 |
|
|
2021
Q1 | $3.13M | Buy |
+60,636
| New | +$3.13M | 1% | 23 |
|