Verdence Capital 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
Q3
$2.09M Sell
2025
Q2
$2.14M Buy
2025
Q1
$1.93M Sell
2024
Q4
$1.79M Buy
2024
Q3
$1.46M Buy
2024
Q2
$841K Buy
2024
Q1
$619K Buy
2023
Q4
$499K Sell
2023
Q3
$675K Sell
2023
Q2
$778K Buy
2023
Q1
$774K Buy
2022
Q4
$671K Buy
2022
Q3
$382K Buy
2022
Q1
Sell
2021
Q4
$227K Buy
2018
Q3
Sell
2018
Q2
$218K Sell
2018
Q1
$280K Sell
2017
Q4
$389K Buy