KMG Fiduciary Partners’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 | $768K | Hold |
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|
2025
Q2 | $643K | Sell |
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|
2025
Q1 | $594K | Sell |
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|
2024
Q4 | $545K | Sell |
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|
2024
Q3 | $512K | Sell |
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|
2024
Q2 | $428K | Sell |
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|
2024
Q1 | $419K | Buy |
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|
2023
Q4 | $378K | Buy |
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|
2023
Q3 | $308K | Buy |
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|
2023
Q2 | $322K | Buy |
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|
2023
Q1 | $328K | Sell |
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|
2022
Q4 | $355K | Sell |
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|
2022
Q3 | $306K | Sell |
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|
2022
Q2 | $344K | Sell |
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|
2022
Q1 | $410K | Sell |
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|
2021
Q4 | $513K | Sell |
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|
2021
Q3 | $2.2M | Buy |
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|
2021
Q2 | $2.09M | Sell |
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|
2021
Q1 | $1.94M | Sell |
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|
2020
Q4 | $1.75M | Buy |
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|
2020
Q3 | $1.2M | Buy |
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