Rothschild Investment LLC’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 | $1.68M | Sell |
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|
2025
Q1 | $1.62M | Sell |
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|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $882K | Buy |
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|
2023
Q2 | $904K | Hold |
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|
2023
Q1 | $922K | Sell |
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|
2022
Q4 | $961K | Sell |
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|
2022
Q3 | $945K | Buy |
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|
2022
Q2 | $974K | Buy |
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|
2022
Q1 | $989K | Buy |
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|
2021
Q4 | $708K | Buy |
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|
2021
Q3 | $268K | Sell |
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|
2021
Q2 | $280K | Hold |
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|
2021
Q1 | $259K | Hold |
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|
2020
Q4 | $232K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $280K | Hold |
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|
2020
Q1 | $244K | Buy |
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|
2019
Q4 | $214K | Sell |
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|
2019
Q3 | $237K | Sell |
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|
2019
Q2 | $276K | Buy |
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|
2019
Q1 | $305K | Hold |
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|
2018
Q4 | $285K | Buy |
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|
2018
Q3 | $294K | Hold |
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|
2018
Q2 | $311K | Buy |
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|
2018
Q1 | $271K | Sell |
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|
2017
Q4 | $305K | Hold |
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|
2017
Q3 | $300K | Hold |
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|
2017
Q2 | $289K | Sell |
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|
2017
Q1 | $276K | Buy |
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|
2016
Q4 | $230K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $468K | Hold |
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|
2015
Q3 | $445K | Hold |
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|
2015
Q2 | $477K | Buy |
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|
2015
Q1 | $339K | Hold |
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|
2014
Q4 | $341K | Buy |
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