Barnes Dennig Private Wealth Management LLC BK Holdings History
Number of Shares
61,022.00
Current Holdings Value*
$5.12 Mil
% of Portfolio
7.74%
Total Estimate Gain
$906,786.92
% of Total Estimate Gain
17.68%
Barnes Dennig Private Wealth Management LLC's Bank of New York Mellon Corp Holding Summary
As of 2025-03-31, Barnes Dennig Private Wealth Management LLC held 61,022.00 shares of Bank of New York Mellon Corp(BK), totaling $5.12 Mil. This investment constitutes 7.74% of their stock portfolio, and Barnes Dennig Private Wealth Management LLC now holds 0.01% of the outstanding Bank of New York Mellon Corp(BK) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and BK's current price of $98.90, Barnes Dennig Private Wealth Management LLC's estimated gain on his BK holdings is $906,786.92, reflecting a 17.68% gain to date.
Barnes Dennig Private Wealth Management LLC BK ($98.90) Holding Chart
Barnes Dennig Private Wealth Management LLC BK ($98.90) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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