1834 Investment 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
Q2 | $1.08M | Hold |
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|
2025
Q1 | $993K | Hold |
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|
2024
Q4 | $910K | Hold |
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|
2024
Q3 | $851K | Hold |
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|
2024
Q2 | $709K | Hold |
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|
2024
Q1 | $682K | Hold |
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|
2023
Q4 | $616K | Hold |
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|
2023
Q3 | $505K | Hold |
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|
2023
Q2 | $527K | Hold |
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|
2023
Q1 | $538K | Hold |
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|
2022
Q4 | $539K | Hold |
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|
2022
Q3 | $456K | Hold |
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|
2022
Q2 | $494K | Hold |
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|
2022
Q1 | $588K | Hold |
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|
2021
Q4 | $688K | Sell |
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|
2021
Q3 | $778K | Hold |
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|
2021
Q2 | $768K | Hold |
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|
2021
Q1 | $709K | Hold |
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|
2020
Q4 | $637K | Hold |
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|
2020
Q3 | $515K | Hold |
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|
2020
Q2 | $580K | Hold |
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|
2020
Q1 | $505K | Hold |
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|
2019
Q4 | $755K | Sell |
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|
2019
Q3 | $751K | Sell |
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|
2019
Q2 | $760K | Hold |
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|
2019
Q1 | $868K | Hold |
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|
2018
Q4 | $810K | Hold |
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|
2018
Q3 | $877K | Hold |
|
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|
2018
Q2 | $928K | Hold |
|
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|
2018
Q1 | $886K | Hold |
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|
2017
Q4 | $927K | Hold |
|
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|
2017
Q3 | $912K | Sell |
|
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|
2017
Q2 | $1.01M | Hold |
|
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|
2017
Q1 | $934K | Buy |
|
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|
2016
Q4 | $815K | Buy |
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|
2016
Q3 | $662K | Hold |
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|
2016
Q2 | $645K | Hold |
|
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|
2016
Q1 | $611K | Hold |
|
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|
2015
Q4 | $684K | Hold |
|
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|
2015
Q3 | $650K | Hold |
|
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|
2015
Q2 | $697K | Hold |
|
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|
2015
Q1 | $668K | Hold |
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|
2014
Q4 | $674K | Hold |
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|
2014
Q3 | $643K | Hold |
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|
2014
Q2 | $622K | Hold |
|
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|
2014
Q1 | $586K | Hold |
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|
2013
Q4 | $580K | Hold |
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|
2013
Q3 | $501K | Hold |
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|
2013
Q2 | $466K | Buy |
|