Grimes & Company’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
$3.83M Buy
2025
Q2
$566K Buy
2025
Q1
$504K Buy
2024
Q4
$449K Buy
2024
Q3
$416K Buy
2024
Q2
$345K Sell
2024
Q1
$334K Buy
2017
Q1
Sell
2016
Q4
$239K Hold
2016
Q3
$202K Sell
2016
Q2
$231K Sell
2016
Q1
$221K Hold
2015
Q4
$247K Hold
2015
Q3
$235K Buy
2015
Q2
$248K Sell
2015
Q1
$246K Buy
2014
Q4
$211K Sell
2014
Q3
$204K Buy