Novare 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
Q2 | $14.6M | Sell |
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|
2025
Q1 | $14M | Sell |
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|
2024
Q4 | $13.7M | Sell |
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|
2024
Q3 | $13.4M | Sell |
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|
2024
Q2 | $11.3M | Sell |
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|
2024
Q1 | $11.2M | Buy |
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|
2023
Q4 | $9.85M | Sell |
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|
2023
Q3 | $8.24M | Buy |
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|
2023
Q2 | $8.49M | Buy |
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|
2023
Q1 | $8.58M | Buy |
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|
2022
Q4 | $8.19M | Sell |
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|
2022
Q3 | $7.08M | Buy |
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|
2022
Q2 | $6.58M | Buy |
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|
2022
Q1 | $7.24M | Buy |
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|
2021
Q4 | $8.39M | Sell |
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|
2021
Q3 | $7.55M | Buy |
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|
2021
Q2 | $7.16M | Buy |
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|
2021
Q1 | $6.01M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $466K | Sell |
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|
2018
Q2 | $864K | Sell |
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|
2018
Q1 | $6.09M | Sell |
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|
2017
Q4 | $6.82M | Sell |
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|
2017
Q3 | $6.99M | Sell |
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|
2017
Q2 | $6.98M | Sell |
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|
2017
Q1 | $6.75M | Buy |
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|
2016
Q4 | $6.68M | Buy |
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|
2016
Q3 | $5.57M | Buy |
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|
2016
Q2 | $5.39M | Sell |
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|
2016
Q1 | $5.2M | Buy |
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|
2015
Q4 | $5.69M | Buy |
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|
2015
Q3 | $5.23M | Buy |
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|
2015
Q2 | $5.22M | Buy |
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|
2015
Q1 | $4.61M | Buy |
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