Sunesis 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
Q1 | $1.55M | Hold |
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|
2024
Q4 | $1.42M | Hold |
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|
2024
Q3 | $1.32M | Hold |
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|
2024
Q2 | $1.1M | Hold |
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|
2024
Q1 | $1.06M | Hold |
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|
2023
Q4 | $960K | Hold |
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|
2023
Q3 | $786K | Buy |
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|
2023
Q1 | $838K | Hold |
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|
2022
Q4 | $839K | Hold |
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|
2022
Q3 | $710K | Hold |
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|
2022
Q2 | $769K | Hold |
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|
2022
Q1 | $915K | Hold |
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|
2021
Q4 | $1.07M | Hold |
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|
2021
Q3 | $956K | Hold |
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|
2021
Q2 | $944K | Hold |
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|
2021
Q1 | $872K | Hold |
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|
2020
Q4 | $782K | Hold |
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|
2020
Q3 | $633K | Hold |
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|
2020
Q2 | $713K | Hold |
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|
2020
Q1 | $621K | Hold |
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|
2019
Q4 | $928K | Hold |
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|
2019
Q3 | $833K | Hold |
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|
2019
Q2 | $814K | Hold |
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|
2019
Q1 | $930K | Hold |
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|
2018
Q4 | $868K | Sell |
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|
2018
Q3 | $1.46M | Buy |
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