Pathstone Holdings’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 | $7.53M | Buy |
82,697
+5,663
| +7% | +$516K | 0.03% | 412 |
|
|
2025
Q1 | $6.46M | Buy |
77,034
+1,888
| +3% | +$158K | 0.03% | 465 |
|
|
2024
Q4 | $5.77M | Sell |
75,146
-727
| -1% | -$55.8K | 0.03% | 496 |
|
|
2024
Q3 | $5.45M | Buy |
75,873
+175
| +0.2% | +$12.6K | 0.02% | 518 |
|
|
2024
Q2 | $4.53M | Sell |
75,698
-2,977
| -4% | -$178K | 0.02% | 564 |
|
|
2024
Q1 | $4.53M | Buy |
78,675
+17,170
| +28% | +$989K | 0.02% | 535 |
|
|
2023
Q4 | $3.2M | Buy |
+61,505
| New | +$3.2M | 0.02% | 565 |
|