A detailed history of Evermay Wealth Management LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Evermay Wealth Management LLC holds 1,797 shares of BK stock, worth $139,105. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,797
Previous 1,797 -0.0%
Holding current value
$139,105
Previous $107,000 20.56%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

SELL
$54.0 - $60.74 $27,540 - $30,977
-510 Reduced 22.11%
1,797 $107,000
Q1 2024

May 13, 2024

SELL
$51.8 - $57.62 $362 - $403
-7 Reduced 0.3%
2,307 $132,000
Q4 2023

Feb 09, 2024

BUY
$41.18 - $52.22 $288 - $365
7 Added 0.3%
2,314 $120,000
Q3 2023

Nov 13, 2023

SELL
$42.17 - $46.33 $12,566 - $13,806
-298 Reduced 11.44%
2,307 $98,000
Q2 2023

Aug 10, 2023

SELL
$39.67 - $46.36 $29,752 - $34,770
-750 Reduced 22.35%
2,605 $115,000
Q1 2023

May 15, 2023

BUY
$42.58 - $51.92 $12,688 - $15,472
298 Added 9.75%
3,355 $152,000
Q1 2022

May 16, 2022

BUY
$49.63 - $63.66 $111,667 - $143,235
2,250 Added 278.81%
3,057 $152,000
Q4 2021

Feb 14, 2022

SELL
$52.85 - $60.09 $1,321 - $1,502
-25 Reduced 3.0%
807 $47,000
Q3 2021

Nov 12, 2021

SELL
$47.58 - $56.41 $2,379 - $2,820
-50 Reduced 5.67%
832 $43,000
Q2 2021

Aug 13, 2021

BUY
$46.07 - $52.3 $40,633 - $46,128
882 New
882 $45,000

Others Institutions Holding BK

About Bank of New York Mellon Corp


  • Ticker BK
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 808,280,000
  • Market Cap $62.6B
  • Description
  • The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. The company operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting,...
More about BK
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