Kathmere Capital Management’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 | $886K | Sell |
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|
2025
Q2 | $747K | Sell |
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|
2025
Q1 | $728K | Buy |
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|
2024
Q4 | $649K | Buy |
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|
2024
Q3 | $575K | Buy |
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|
2024
Q2 | $427K | Buy |
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|
2024
Q1 | $406K | Buy |
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|
2023
Q4 | $335K | Buy |
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|
2023
Q3 | $224K | Buy |
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|
2023
Q2 | $211K | Sell |
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|
2023
Q1 | $333K | Buy |
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|
2022
Q4 | $267K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $2K | Buy |
|