Summit Financial Strategies’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 | $772K | Buy |
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|
2025
Q1 | $709K | Hold |
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|
2024
Q4 | $649K | Hold |
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|
2024
Q3 | $607K | Hold |
|
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|
2024
Q2 | $506K | Hold |
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|
2024
Q1 | $487K | Hold |
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|
2023
Q4 | $440K | Hold |
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|
2023
Q3 | $360K | Hold |
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|
2023
Q2 | $376K | Hold |
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|
2023
Q1 | $384K | Hold |
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|
2022
Q4 | $385K | Hold |
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|
2022
Q3 | $325K | Hold |
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|
2022
Q2 | $352K | Hold |
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|
2022
Q1 | $419K | Hold |
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|
2021
Q4 | $491K | Buy |
|