Columbia Asset Management’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 | $1.45M | Sell |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.38M | Sell |
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|
2024
Q3 | $1.39M | Sell |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.33M | Hold |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | $502K | Buy |
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|
2022
Q2 | $515K | Buy |
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|
2021
Q4 | $636K | Buy |
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|
2021
Q3 | $542K | Buy |
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|
2021
Q2 | $494K | Buy |
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|
2021
Q1 | $435K | Buy |
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|
2020
Q4 | $221K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $161K | Hold |
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|
2018
Q4 | $151K | Sell |
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|
2018
Q3 | $265K | Hold |
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|
2018
Q2 | $280K | Hold |
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|
2018
Q1 | $268K | Buy |
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|
2017
Q4 | $253K | Sell |
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|
2017
Q3 | $270K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $199K | Buy |
|