PIM
Plato Investment Management’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Sell |
35,730
-12,277
| -26% | -$1.11M | 0.24% | 94 |
|
|
2025
Q1 | $4.07M | Sell |
48,007
-12,639
| -21% | -$1.07M | 0.34% | 71 |
|
|
2024
Q4 | $4.68M | Sell |
60,646
-5,767
| -9% | -$445K | 0.34% | 63 |
|
|
2024
Q3 | $4.77M | Buy |
66,413
+9,947
| +18% | +$714K | 0.39% | 54 |
|
|
2024
Q2 | $3.38M | Hold |
56,466
| – | – | 0.32% | 70 |
|
|
2024
Q1 | $3.25M | Buy |
56,466
+55,127
| +4,117% | +$3.18M | 0.34% | 78 |
|
|
2023
Q4 | $69.7K | Buy |
+1,339
| New | +$69.7K | 0.09% | 191 |
|