J. Safra Sarasin Holding’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	$19.7M	Sell	216,065 -51,064	-19%	-$4.65M	0.34%	81
2025 Q1	$22.4M	Sell	267,129 -23,324	-8%	-$1.96M	0.41%	70
2024 Q4	$22.3M	Buy	290,453 +234,538	+419%	+$18M	0.38%	72
2024 Q3	$4.02M	Sell	55,915 -824	-1%	-$59.2K	0.07%	147
2024 Q2	$3.4M	Buy	+56,739	New	+$3.4M	0.06%	165