Rice Partnership’s Bank of New York Mellon BK Stock Holding History

Rice Partnership’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$349K	Hold
2025 Q2	$292K	Buy
2019 Q3	–	Sell
2019 Q2	$228K	Sell
2019 Q1	$263K	Sell
2018 Q4	$269K	Sell
2018 Q3	$928K	Sell
2018 Q2	$1.51M	Buy
2018 Q1	$1.29M	Buy
2017 Q4	$1.24M	Buy