Atlas Capital Advisors’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 | $34.8K | Hold |
382
| – | – | ﹤0.01% | 665 |
|
|
2025
Q1 | $32K | Hold |
382
| – | – | ﹤0.01% | 680 |
|
|
2024
Q4 | $29.3K | Hold |
382
| – | – | ﹤0.01% | 676 |
|
|
2024
Q3 | $27.5K | Hold |
382
| – | – | ﹤0.01% | 656 |
|
|
2024
Q2 | $22.9K | Hold |
382
| – | – | ﹤0.01% | 681 |
|
|
2024
Q1 | $22K | Hold |
382
| – | – | ﹤0.01% | 655 |
|
|
2023
Q4 | $19.9K | Hold |
382
| – | – | ﹤0.01% | 690 |
|
|
2023
Q3 | $16.3K | Hold |
382
| – | – | ﹤0.01% | 657 |
|
|
2023
Q2 | $17K | Hold |
382
| – | – | ﹤0.01% | 700 |
|
|
2023
Q1 | $17.4K | Hold |
382
| – | – | ﹤0.01% | 702 |
|
|
2022
Q4 | $17.4K | Hold |
382
| – | – | ﹤0.01% | 675 |
|
|
2022
Q3 | $14.7K | Sell |
382
-183
| -32% | -$7.05K | ﹤0.01% | 687 |
|
|
2022
Q2 | $23.6K | Buy |
565
+204
| +57% | +$8.51K | ﹤0.01% | 659 |
|
|
2022
Q1 | $17.9K | Hold |
361
| – | – | ﹤0.01% | 650 |
|
|
2021
Q4 | $21K | Hold |
361
| – | – | ﹤0.01% | 630 |
|
|
2021
Q3 | $18.7K | Buy |
361
+111
| +44% | +$5.75K | ﹤0.01% | 647 |
|
|
2021
Q2 | $12.8K | Hold |
250
| – | – | ﹤0.01% | 708 |
|
|
2021
Q1 | $11.8K | Buy |
+250
| New | +$11.8K | ﹤0.01% | 656 |
|
|
2019
Q3 | – | Sell |
-110
| Closed | -$4.86K | – | 640 |
|
|
2019
Q2 | $4.86K | Sell |
110
-186
| -63% | -$8.21K | ﹤0.01% | 627 |
|
|
2019
Q1 | $5.55K | Buy |
296
+186
| +169% | +$3.49K | ﹤0.01% | 544 |
|
|
2018
Q4 | $5.18K | Hold |
110
| – | – | ﹤0.01% | 540 |
|
|
2018
Q3 | $5.74K | Sell |
110
-133
| -55% | -$6.94K | ﹤0.01% | 522 |
|
|
2018
Q2 | $13.1K | Sell |
243
-130
| -35% | -$7.03K | ﹤0.01% | 458 |
|
|
2018
Q1 | $19.2K | Buy |
+373
| New | +$19.2K | 0.01% | 452 |
|