Mather Group’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 | $997K | Buy |
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|
2025
Q2 | $794K | Sell |
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|
2025
Q1 | $744K | Buy |
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|
2024
Q4 | $680K | Buy |
|
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|
2024
Q3 | $619K | Buy |
|
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|
2024
Q2 | $460K | Buy |
|
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|
2024
Q1 | $385K | Buy |
|
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|
2023
Q4 | $384K | Sell |
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|
2023
Q3 | $319K | Buy |
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|
2023
Q2 | $327K | Buy |
|
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|
2023
Q1 | $275K | Hold |
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|
2022
Q4 | $275K | Sell |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $505K | Sell |
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|
2021
Q4 | $626K | Buy |
|