Accredited Investors’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
3,335
-500
| -13% | -$45.6K | 0.02% | 189 |
|
|
2025
Q1 | $322K | Buy |
3,835
+331
| +9% | +$27.8K | 0.02% | 167 |
|
|
2024
Q4 | $269K | Hold |
3,504
| – | – | 0.02% | 190 |
|
|
2024
Q3 | $252K | Sell |
3,504
-2,000
| -36% | -$144K | 0.01% | 194 |
|
|
2024
Q2 | $330K | Sell |
5,504
-1,000
| -15% | -$59.9K | 0.02% | 153 |
|
|
2024
Q1 | $375K | Buy |
6,504
+1,977
| +44% | +$114K | 0.02% | 143 |
|
|
2023
Q4 | $236K | Sell |
4,527
-1,000
| -18% | -$52.1K | 0.02% | 177 |
|
|
2023
Q3 | $236K | Sell |
5,527
-967
| -15% | -$41.2K | 0.02% | 161 |
|
|
2023
Q2 | $289K | Hold |
6,494
| – | – | 0.02% | 152 |
|
|
2023
Q1 | $295K | Sell |
6,494
-8,140
| -56% | -$370K | 0.02% | 148 |
|
|
2022
Q4 | $666K | Sell |
14,634
-25
| -0.2% | -$1.14K | 0.06% | 86 |
|
|
2022
Q3 | $565K | Buy |
14,659
+25
| +0.2% | +$964 | 0.07% | 91 |
|
|
2022
Q2 | $610K | Buy |
14,634
+4,088
| +39% | +$170K | 0.07% | 93 |
|
|
2022
Q1 | $523K | Buy |
10,546
+4,759
| +82% | +$236K | 0.05% | 108 |
|
|
2021
Q4 | $336K | Sell |
5,787
-900
| -13% | -$52.3K | 0.03% | 136 |
|
|
2021
Q3 | $347K | Sell |
6,687
-200
| -3% | -$10.4K | 0.04% | 127 |
|
|
2021
Q2 | $353K | Buy |
+6,887
| New | +$353K | 0.04% | 121 |
|
|
2021
Q1 | – | Sell |
-9,249
| Closed | -$393K | – | 162 |
|
|
2020
Q4 | $393K | Sell |
9,249
-20
| -0.2% | -$850 | 0.07% | 101 |
|
|
2020
Q3 | $318K | Sell |
9,269
-2
| -0% | -$69 | 0.07% | 106 |
|
|
2020
Q2 | $358K | Sell |
9,271
-4,376
| -32% | -$169K | 0.07% | 97 |
|
|
2020
Q1 | $460K | Buy |
+13,647
| New | +$460K | 0.11% | 82 |
|
|
2019
Q3 | – | Sell |
-10,152
| Closed | -$448K | – | 135 |
|
|
2019
Q2 | $448K | Sell |
10,152
-6,139
| -38% | -$271K | 0.09% | 86 |
|
|
2019
Q1 | $822K | Buy |
+16,291
| New | +$822K | 0.17% | 58 |
|
|
2017
Q2 | – | Sell |
-18,550
| Closed | -$876K | – | 108 |
|
|
2017
Q1 | $876K | Sell |
18,550
-6,423
| -26% | -$303K | 0.22% | 33 |
|
|
2016
Q4 | $1.18M | Sell |
24,973
-1,495
| -6% | -$70.8K | 0.31% | 24 |
|
|
2016
Q3 | $1.06M | Buy |
26,468
+22
| +0.1% | +$878 | 0.29% | 25 |
|
|
2016
Q2 | $1.03M | Buy |
26,446
+6,109
| +30% | +$237K | 0.28% | 27 |
|
|
2016
Q1 | $749K | Buy |
20,337
+6,851
| +51% | +$252K | 0.19% | 32 |
|
|
2015
Q4 | $556K | Hold |
13,486
| – | – | 0.14% | 50 |
|
|
2015
Q3 | $528K | Buy |
13,486
+5,789
| +75% | +$227K | 0.14% | 43 |
|
|
2015
Q2 | $324K | Sell |
7,697
-755
| -9% | -$31.8K | 0.09% | 55 |
|
|
2015
Q1 | $341K | Hold |
8,452
| – | – | 0.09% | 52 |
|
|
2014
Q4 | $343K | Sell |
8,452
-875
| -9% | -$35.5K | 0.1% | 49 |
|
|
2014
Q3 | $362K | Buy |
9,327
+3,051
| +49% | +$118K | 0.11% | 49 |
|
|
2014
Q2 | $236K | Hold |
6,276
| – | – | 0.08% | 60 |
|
|
2014
Q1 | $222K | Hold |
6,276
| – | – | 0.07% | 58 |
|
|
2013
Q4 | $220K | Sell |
6,276
-6,500
| -51% | -$228K | 0.08% | 53 |
|
|
2013
Q3 | $386K | Hold |
12,776
| – | – | 0.14% | 36 |
|
|
2013
Q2 | $359K | Buy |
+12,776
| New | +$359K | 0.14% | 37 |
|