Boston Family Office’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Hold |
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|
2025
Q1 | $1.14M | Hold |
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|
2024
Q4 | $1.05M | Hold |
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|
2024
Q3 | $978K | Hold |
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|
2024
Q2 | $815K | Sell |
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|
2024
Q1 | $793K | Sell |
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|
2023
Q4 | $720K | Hold |
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|
2023
Q3 | $590K | Hold |
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|
2023
Q2 | $616K | Hold |
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|
2023
Q1 | $628K | Hold |
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|
2022
Q4 | $630K | Sell |
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|
2022
Q3 | $572K | Hold |
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|
2022
Q2 | $619K | Hold |
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|
2022
Q1 | $737K | Hold |
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|
2021
Q4 | $862K | Hold |
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|
2021
Q3 | $770K | Hold |
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|
2021
Q2 | $761K | Hold |
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|
2021
Q1 | $702K | Hold |
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|
2020
Q4 | $630K | Buy |
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|
2020
Q3 | $437K | Hold |
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|
2020
Q2 | $492K | Sell |
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|
2020
Q1 | $432K | Buy |
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|
2019
Q4 | $550K | Sell |
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|
2019
Q3 | $761K | Buy |
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|
2019
Q2 | $738K | Buy |
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|
2019
Q1 | $841K | Buy |
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|
2018
Q4 | $780K | Buy |
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|
2018
Q3 | $834K | Hold |
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|
2018
Q2 | $882K | Buy |
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|
2018
Q1 | $709K | Sell |
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|
2017
Q4 | $743K | Sell |
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|
2017
Q3 | $734K | Hold |
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|
2017
Q2 | $707K | Hold |
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|
2017
Q1 | $654K | Hold |
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|
2016
Q4 | $656K | Hold |
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|
2016
Q3 | $552K | Hold |
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|
2016
Q2 | $538K | Hold |
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|
2016
Q1 | $510K | Hold |
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|
2015
Q4 | $571K | Sell |
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|
2015
Q3 | $544K | Hold |
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|
2015
Q2 | $583K | Hold |
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|
2015
Q1 | $559K | Hold |
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|
2014
Q4 | $564K | Hold |
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|
2014
Q3 | $538K | Hold |
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|
2014
Q2 | $521K | Hold |
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|
2014
Q1 | $491K | Hold |
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|
2013
Q4 | $486K | Hold |
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|
2013
Q3 | $420K | Hold |
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|
2013
Q2 | $390K | Buy |
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