Apollon Wealth Management’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 | $2.54M | Buy |
27,858
+1,288
| +5% | +$117K | 0.05% | 311 |
|
|
2025
Q1 | $2.23M | Buy |
26,570
+4,643
| +21% | +$389K | 0.05% | 311 |
|
|
2024
Q4 | $1.68M | Buy |
21,927
+3,059
| +16% | +$235K | 0.04% | 375 |
|
|
2024
Q3 | $1.36M | Buy |
18,868
+840
| +5% | +$60.4K | 0.04% | 398 |
|
|
2024
Q2 | $1.08M | Sell |
18,028
-2,092
| -10% | -$125K | 0.03% | 440 |
|
|
2024
Q1 | $1.16M | Buy |
20,120
+1,376
| +7% | +$79.3K | 0.04% | 423 |
|
|
2023
Q4 | $976K | Buy |
18,744
+5,872
| +46% | +$306K | 0.03% | 463 |
|
|
2023
Q3 | $549K | Sell |
12,872
-2,931
| -19% | -$125K | 0.03% | 527 |
|
|
2023
Q2 | $704K | Buy |
15,803
+791
| +5% | +$35.2K | 0.03% | 506 |
|
|
2023
Q1 | $682K | Sell |
15,012
-39
| -0.3% | -$1.77K | 0.04% | 439 |
|
|
2022
Q4 | $685K | Sell |
15,051
-2,004
| -12% | -$91.2K | 0.05% | 408 |
|
|
2022
Q3 | $657K | Sell |
17,055
-1,115
| -6% | -$43K | 0.05% | 371 |
|
|
2022
Q2 | $758K | Buy |
18,170
+2,118
| +13% | +$88.4K | 0.06% | 329 |
|
|
2022
Q1 | $797K | Buy |
16,052
+2,489
| +18% | +$124K | 0.06% | 342 |
|
|
2021
Q4 | $788K | Buy |
13,563
+6,726
| +98% | +$391K | 0.06% | 350 |
|
|
2021
Q3 | $354K | Buy |
6,837
+2,310
| +51% | +$120K | 0.05% | 318 |
|
|
2021
Q2 | $232K | Sell |
4,527
-1,614
| -26% | -$82.7K | 0.04% | 329 |
|
|
2021
Q1 | $290K | Sell |
6,141
-4,412
| -42% | -$208K | 0.06% | 270 |
|
|
2020
Q4 | $448K | Buy |
10,553
+2,269
| +27% | +$96.3K | 0.12% | 129 |
|
|
2020
Q3 | $284K | Buy |
8,284
+153
| +2% | +$5.25K | 0.13% | 119 |
|
|
2020
Q2 | $314K | Buy |
+8,131
| New | +$314K | 0.17% | 74 |
|