NorthRock Partners’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $376K | Sell |
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|
2025
Q3 | $1.24M | Buy |
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|
2025
Q2 | $956K | Buy |
|
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|
2025
Q1 | $777K | Buy |
|
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|
2024
Q4 | $674K | Buy |
|
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|
2024
Q3 | $622K | Buy |
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|
2024
Q2 | $501K | Buy |
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|
2024
Q1 | $407K | Buy |
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|
2023
Q4 | $365K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $207K | Sell |
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|
2021
Q4 | $244K | Buy |
|