Almanack Investment Partners’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 | $1.2M | Buy |
13,207
+1,454
| +12% | +$132K | 0.19% | 77 |
|
|
2025
Q1 | $986K | Sell |
11,753
-56
| -0.5% | -$4.7K | 0.2% | 62 |
|
|
2024
Q4 | $907K | Buy |
11,809
+72
| +0.6% | +$5.53K | 0.14% | 80 |
|
|
2024
Q3 | $843K | Buy |
11,737
+84
| +0.7% | +$6.04K | 0.13% | 85 |
|
|
2024
Q2 | $698K | Buy |
11,653
+82
| +0.7% | +$4.91K | 0.12% | 95 |
|
|
2024
Q1 | $667K | Buy |
11,571
+206
| +2% | +$11.9K | 0.11% | 93 |
|
|
2023
Q4 | $592K | Buy |
11,365
+104
| +0.9% | +$5.41K | 0.11% | 84 |
|
|
2023
Q3 | $480K | Buy |
11,261
+102
| +0.9% | +$4.35K | 0.09% | 89 |
|
|
2023
Q2 | $497K | Sell |
11,159
-48
| -0.4% | -$2.14K | 0.09% | 93 |
|
|
2023
Q1 | $509K | Buy |
11,207
+80
| +0.7% | +$3.64K | 0.1% | 85 |
|
|
2022
Q4 | $507K | Buy |
11,127
+85
| +0.8% | +$3.87K | 0.11% | 81 |
|
|
2022
Q3 | $425K | Sell |
11,042
-468
| -4% | -$18K | 0.08% | 89 |
|
|
2022
Q2 | $480K | Sell |
11,510
-139
| -1% | -$5.8K | 0.05% | 241 |
|
|
2022
Q1 | $578K | Sell |
11,649
-182
| -2% | -$9.03K | 0.05% | 236 |
|
|
2021
Q4 | $687K | Buy |
11,831
+176
| +2% | +$10.2K | 0.06% | 206 |
|
|
2021
Q3 | $604K | Sell |
11,655
-61
| -0.5% | -$3.16K | 0.05% | 223 |
|
|
2021
Q2 | $600K | Buy |
11,716
+65
| +0.6% | +$3.33K | 0.06% | 194 |
|
|
2021
Q1 | $551K | Buy |
11,651
+76
| +0.7% | +$3.59K | 0.06% | 213 |
|
|
2020
Q4 | $491K | Buy |
+11,575
| New | +$491K | 0.06% | 210 |
|