Atwood & Palmer’s Bank of New York Mellon BK Stock Holding History

Atwood & Palmer’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$19.1K	Hold	210	–	–	﹤0.01%	326
2025 Q1	$17.6K	Hold	210	–	–	﹤0.01%	299
2024 Q4	$16.1K	Buy	210 +110	+110%	+$8.45K	﹤0.01%	303
2024 Q3	$7.19K	Hold	100	–	–	﹤0.01%	360
2024 Q2	$5.99K	Sell	100 -100	-50%	-$5.99K	﹤0.01%	355
2024 Q1	$11.5K	Sell	200 -155	-44%	-$8.93K	﹤0.01%	303
2023 Q4	$18.5K	Hold	355	–	–	﹤0.01%	287
2023 Q3	$15.1K	Hold	355	–	–	﹤0.01%	286
2023 Q2	$15.8K	Hold	355	–	–	﹤0.01%	292
2023 Q1	$16.1K	Hold	355	–	–	﹤0.01%	279
2022 Q4	$16.2K	Hold	355	–	–	﹤0.01%	297
2022 Q3	$14K	Sell	355 -700	-66%	-$27.6K	﹤0.01%	290
2022 Q2	$44K	Hold	1,055	–	–	﹤0.01%	219
2022 Q1	$52K	Hold	1,055	–	–	﹤0.01%	215
2021 Q4	$61K	Hold	1,055	–	–	0.01%	217
2021 Q3	$55K	Hold	1,055	–	–	﹤0.01%	220
2021 Q2	$54K	Sell	1,055 -99	-9%	-$5.07K	﹤0.01%	218
2021 Q1	$55K	Sell	1,154 -201	-15%	-$9.58K	0.01%	215
2020 Q4	$58K	Hold	1,355	–	–	0.01%	204
2020 Q3	$47K	Hold	1,355	–	–	0.01%	199
2020 Q2	$52K	Hold	1,355	–	–	0.01%	182
2020 Q1	$46K	Hold	1,355	–	–	0.01%	186
2019 Q4	$68K	Sell	1,355 -1,000	-42%	-$50.2K	0.01%	170
2019 Q3	$106K	Hold	2,355	–	–	0.01%	157
2019 Q2	$104K	Hold	2,355	–	–	0.01%	151
2019 Q1	$119K	Hold	2,355	–	–	0.02%	145
2018 Q4	$111K	Sell	2,355 -1,000	-30%	-$47.1K	0.02%	146
2018 Q3	$171K	Sell	3,355 -1,000	-23%	-$51K	0.02%	132
2018 Q2	$235K	Buy	4,355 +255	+6%	+$13.8K	0.03%	119
2018 Q1	$211K	Sell	4,100 -121	-3%	-$6.23K	0.03%	123
2017 Q4	$227K	Buy	4,221 +3,221	+322%	+$173K	0.03%	121
2017 Q3	$53K	Hold	1,000	–	–	0.01%	180
2017 Q2	$51K	Hold	1,000	–	–	0.01%	185
2017 Q1	$47K	Hold	1,000	–	–	0.01%	180
2016 Q4	$47K	Hold	1,000	–	–	0.01%	172
2016 Q3	$40K	Hold	1,000	–	–	0.01%	182
2016 Q2	$39K	Hold	1,000	–	–	0.01%	181
2016 Q1	$37K	Hold	1,000	–	–	0.01%	193
2015 Q4	$41K	Hold	1,000	–	–	0.01%	214
2015 Q3	$39K	Hold	1,000	–	–	0.01%	207
2015 Q2	$42K	Hold	1,000	–	–	0.01%	194
2015 Q1	$40K	Hold	1,000	–	–	0.01%	197
2014 Q4	$41K	Hold	1,000	–	–	0.01%	204
2014 Q3	$39K	Hold	1,000	–	–	0.01%	216
2014 Q2	$37K	Buy	+1,000	New	+$37K	0.01%	201