Beirne Wealth Consulting Services’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 | $401K | Hold |
4,405
| – | – | 0.13% | 72 |
|
|
2025
Q1 | $369K | Hold |
4,405
| – | – | 0.13% | 69 |
|
|
2024
Q4 | $338K | Hold |
4,405
| – | – | 0.12% | 76 |
|
|
2024
Q3 | $317K | Hold |
4,405
| – | – | 0.11% | 78 |
|
|
2024
Q2 | $264K | Hold |
4,405
| – | – | 0.11% | 83 |
|
|
2024
Q1 | $254K | Sell |
4,405
-807
| -15% | -$46.5K | 0.11% | 81 |
|
|
2023
Q4 | $271K | Buy |
+5,212
| New | +$271K | 0.13% | 110 |
|
|
2023
Q2 | – | Sell |
-4,405
| Closed | -$200K | – | 97 |
|
|
2023
Q1 | $200K | Hold |
4,405
| – | – | 0.14% | 91 |
|
|
2022
Q4 | $201K | Buy |
+4,405
| New | +$201K | 0.1% | 85 |
|
|
2022
Q2 | – | Sell |
-4,405
| Closed | -$219K | – | 97 |
|
|
2022
Q1 | $219K | Hold |
4,405
| – | – | 0.12% | 86 |
|
|
2021
Q4 | $256K | Hold |
4,405
| – | – | 0.14% | 88 |
|
|
2021
Q3 | $228K | Hold |
4,405
| – | – | 0.13% | 96 |
|
|
2021
Q2 | $225K | Hold |
4,405
| – | – | 0.12% | 97 |
|
|
2021
Q1 | $208K | Buy |
+4,405
| New | +$208K | 0.12% | 93 |
|
|
2020
Q1 | – | Sell |
-4,405
| Closed | -$222K | – | 76 |
|
|
2019
Q4 | $222K | Buy |
+4,405
| New | +$222K | 0.2% | 79 |
|
|
2019
Q2 | – | Sell |
-4,823
| Closed | -$243K | – | 142 |
|
|
2019
Q1 | $243K | Sell |
4,823
-136
| -3% | -$6.85K | 0.19% | 153 |
|
|
2018
Q4 | $233K | Buy |
+4,959
| New | +$233K | 0.2% | 148 |
|