Boston Research & 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 | $7.88M | Sell |
86,501
-2,036
| -2% | -$185K | 1.88% | 16 |
|
|
2025
Q1 | $7.43M | Sell |
88,537
-3,073
| -3% | -$258K | 1.84% | 18 |
|
|
2024
Q4 | $7.04M | Sell |
91,610
-1,666
| -2% | -$128K | 1.73% | 19 |
|
|
2024
Q3 | $6.7M | Buy |
93,276
+115
| +0.1% | +$8.26K | 1.57% | 22 |
|
|
2024
Q2 | $5.58M | Sell |
93,161
-1,295
| -1% | -$77.6K | 1.41% | 26 |
|
|
2024
Q1 | $5.44M | Buy |
94,456
+310
| +0.3% | +$17.9K | 1.35% | 30 |
|
|
2023
Q4 | $4.9M | Buy |
94,146
+3,065
| +3% | +$160K | 1.3% | 34 |
|
|
2023
Q3 | $3.88M | Buy |
91,081
+920
| +1% | +$39.2K | 1.15% | 40 |
|
|
2023
Q2 | $4.01M | Buy |
90,161
+1,821
| +2% | +$81.1K | 1.14% | 41 |
|
|
2023
Q1 | $4.01M | Buy |
88,340
+1,400
| +2% | +$63.6K | 1.2% | 39 |
|
|
2022
Q4 | $3.96M | Sell |
86,940
-6,465
| -7% | -$294K | 1.22% | 39 |
|
|
2022
Q3 | $3.6M | Buy |
93,405
+14,930
| +19% | +$575K | 1.23% | 38 |
|
|
2022
Q2 | $3.27M | Buy |
78,475
+9,980
| +15% | +$416K | 1.06% | 44 |
|
|
2022
Q1 | $3.4M | Sell |
68,495
-1,418
| -2% | -$70.4K | 0.99% | 46 |
|
|
2021
Q4 | $4.06M | Sell |
69,913
-205
| -0.3% | -$11.9K | 1.11% | 39 |
|
|
2021
Q3 | $3.63M | Buy |
70,118
+80
| +0.1% | +$4.15K | 1.08% | 39 |
|
|
2021
Q2 | $3.59M | Sell |
70,038
-20
| -0% | -$1.03K | 1.09% | 39 |
|
|
2021
Q1 | $3.31M | Buy |
70,058
+745
| +1% | +$35.2K | 1.07% | 42 |
|
|
2020
Q4 | $2.94M | Buy |
69,313
+46
| +0.1% | +$1.95K | 1.02% | 39 |
|
|
2020
Q3 | $2.38M | Buy |
69,267
+5,045
| +8% | +$173K | 0.93% | 41 |
|
|
2020
Q2 | $2.48M | Sell |
64,222
-7,866
| -11% | -$304K | 1.03% | 38 |
|
|
2020
Q1 | $2.43M | Sell |
72,088
-5,249
| -7% | -$177K | 1.22% | 37 |
|
|
2019
Q4 | $3.89M | Buy |
77,337
+596
| +0.8% | +$30K | 1.46% | 39 |
|
|
2019
Q3 | $3.47M | Buy |
76,741
+3,560
| +5% | +$161K | 1.37% | 41 |
|
|
2019
Q2 | $3.23M | Buy |
73,181
+6,435
| +10% | +$284K | 1.31% | 43 |
|
|
2019
Q1 | $3.37M | Sell |
66,746
-270
| -0.4% | -$13.6K | 1.4% | 39 |
|
|
2018
Q4 | $3.15M | Buy |
67,016
+9,165
| +16% | +$431K | 1.5% | 33 |
|
|
2018
Q3 | $2.95M | Buy |
57,851
+790
| +1% | +$40.3K | 1.35% | 37 |
|
|
2018
Q2 | $3.08M | Sell |
57,061
-230
| -0.4% | -$12.4K | 1.51% | 34 |
|
|
2018
Q1 | $2.95M | Buy |
57,291
+286
| +0.5% | +$14.7K | 1.5% | 34 |
|
|
2017
Q4 | $3.07M | Sell |
57,005
-1,865
| -3% | -$100K | 1.54% | 35 |
|
|
2017
Q3 | $3.12M | Buy |
58,870
+140
| +0.2% | +$7.42K | 1.59% | 32 |
|
|
2017
Q2 | $3M | Sell |
58,730
-70
| -0.1% | -$3.57K | 1.62% | 31 |
|
|
2017
Q1 | $2.78M | Sell |
58,800
-1,770
| -3% | -$83.6K | 1.51% | 33 |
|
|
2016
Q4 | $2.87M | Buy |
60,570
+250
| +0.4% | +$11.8K | 1.63% | 29 |
|
|
2016
Q3 | $2.41M | Buy |
60,320
+280
| +0.5% | +$11.2K | 1.39% | 41 |
|
|
2016
Q2 | $2.33M | Buy |
60,040
+920
| +2% | +$35.7K | 1.41% | 34 |
|
|
2016
Q1 | $2.18M | Buy |
59,120
+3,870
| +7% | +$143K | 1.36% | 36 |
|
|
2015
Q4 | $2.28M | Buy |
55,250
+630
| +1% | +$26K | 1.42% | 35 |
|
|
2015
Q3 | $2.14M | Buy |
54,620
+3,620
| +7% | +$142K | 1.41% | 33 |
|
|
2015
Q2 | $2.14M | Sell |
51,000
-640
| -1% | -$26.9K | 1.35% | 42 |
|
|
2015
Q1 | $2.08M | Buy |
51,640
+1,380
| +3% | +$55.5K | 1.32% | 39 |
|
|
2014
Q4 | $2.04M | Sell |
50,260
-2,740
| -5% | -$111K | 1.28% | 40 |
|
|
2014
Q3 | $2.05M | Sell |
53,000
-2,950
| -5% | -$114K | 1.38% | 37 |
|
|
2014
Q2 | $2.1M | Buy |
55,950
+1,462
| +3% | +$54.8K | 1.45% | 33 |
|
|
2014
Q1 | $1.92M | Buy |
54,488
+580
| +1% | +$20.5K | 1.41% | 35 |
|
|
2013
Q4 | $1.88M | Sell |
53,908
-1,493
| -3% | -$52.2K | 1.45% | 35 |
|
|
2013
Q3 | $1.67M | Buy |
55,401
+160
| +0.3% | +$4.83K | 1.41% | 38 |
|
|
2013
Q2 | $1.55M | Buy |
+55,241
| New | +$1.55M | 1.38% | 38 |
|