Summit Trail Advisors’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 | $1.6M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $434K | Buy |
|
|||||
|
2024
Q2 | $302K | Buy |
|
|||||
|
2024
Q1 | $283K | Buy |
|
|||||
|
2023
Q4 | $232K | Sell |
|
|||||
|
2023
Q3 | $230K | Buy |
|
|||||
|
2023
Q2 | $211K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $3.44M | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $2.46M | Buy |
|
|||||
|
2017
Q4 | $2.72M | Buy |
|