Marietta Investment Partners’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
$2.71M Sell
29,769
-282
-0.9% -$25.7K 0.59% 46
2025
Q1
$2.52M Buy
30,051
+25,050
+501% +$2.1M 0.61% 47
2024
Q4
$384K Buy
+5,001
New +$384K 0.08% 128