D.J. St. Germain’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 | $275K | Buy |
3,017
+209
| +7% | +$19K | 0.01% | 263 |
|
|
2025
Q1 | $236K | Sell |
2,808
-119
| -4% | -$9.98K | 0.01% | 263 |
|
|
2024
Q4 | $225K | Buy |
2,927
+624
| +27% | +$47.9K | 0.01% | 278 |
|
|
2024
Q3 | $165K | Hold |
2,303
| – | – | 0.01% | 286 |
|
|
2024
Q2 | $138K | Hold |
2,303
| – | – | 0.01% | 296 |
|
|
2024
Q1 | $133K | Sell |
2,303
-1,034
| -31% | -$59.6K | 0.01% | 295 |
|
|
2023
Q4 | $174K | Hold |
3,337
| – | – | 0.01% | 272 |
|
|
2023
Q3 | $142K | Hold |
3,337
| – | – | 0.01% | 267 |
|
|
2023
Q2 | $149K | Buy |
+3,337
| New | +$149K | 0.01% | 263 |
|