Brighton Jones LLC’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 | $690K | Buy |
7,576
+1,125
| +17% | +$103K | 0.02% | 429 |
|
|
2025
Q1 | $541K | Buy |
6,451
+268
| +4% | +$22.5K | 0.02% | 372 |
|
|
2024
Q4 | $475K | Sell |
6,183
-114
| -2% | -$8.76K | 0.01% | 409 |
|
|
2024
Q3 | $453K | Buy |
6,297
+1,967
| +45% | +$141K | 0.02% | 338 |
|
|
2024
Q2 | $259K | Buy |
4,330
+91
| +2% | +$5.45K | 0.01% | 507 |
|
|
2024
Q1 | $244K | Buy |
4,239
+209
| +5% | +$12K | 0.01% | 515 |
|
|
2023
Q4 | $210K | Buy |
+4,030
| New | +$210K | 0.01% | 532 |
|
|
2022
Q2 | – | Sell |
-4,431
| Closed | -$220K | – | 482 |
|
|
2022
Q1 | $220K | Sell |
4,431
-261
| -6% | -$13K | 0.01% | 454 |
|
|
2021
Q4 | $272K | Buy |
4,692
+162
| +4% | +$9.39K | 0.01% | 398 |
|
|
2021
Q3 | $235K | Buy |
4,530
+44
| +1% | +$2.28K | 0.01% | 422 |
|
|
2021
Q2 | $230K | Sell |
4,486
-7
| -0.2% | -$359 | 0.01% | 421 |
|
|
2021
Q1 | $212K | Buy |
+4,493
| New | +$212K | 0.01% | 394 |
|
|
2020
Q2 | – | Sell |
-6,126
| Closed | -$206K | – | 300 |
|
|
2020
Q1 | $206K | Sell |
6,126
-66
| -1% | -$2.22K | 0.02% | 255 |
|
|
2019
Q4 | $312K | Buy |
+6,192
| New | +$312K | 0.03% | 237 |
|
|
2019
Q2 | – | Sell |
-4,516
| Closed | -$228K | – | 308 |
|
|
2019
Q1 | $228K | Buy |
+4,516
| New | +$228K | 0.03% | 271 |
|
|
2017
Q4 | – | Sell |
-4,072
| Closed | -$216K | – | 295 |
|
|
2017
Q3 | $216K | Sell |
4,072
-262
| -6% | -$13.9K | 0.03% | 258 |
|
|
2017
Q2 | $221K | Buy |
+4,334
| New | +$221K | 0.03% | 246 |
|