Welch Group’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 | $1.85M | Hold |
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|
2025
Q2 | $1.54M | Hold |
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|
2025
Q1 | $1.4M | Hold |
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|
2024
Q4 | $1.31M | Hold |
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|
2024
Q3 | $1.22M | Hold |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $307K | Hold |
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|
2023
Q4 | $278K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Hold |
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|
2021
Q4 | $252K | Hold |
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|
2021
Q3 | $225K | Hold |
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|
2021
Q2 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $101K | Buy |
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