D.L. Carlson Investment Group’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
Q3 | $3.33M | Sell |
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|
2025
Q2 | $3.67M | Buy |
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|
2025
Q1 | $3.35M | Sell |
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|
2024
Q4 | $3.1M | Sell |
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|
2024
Q3 | $2.96M | Sell |
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|
2024
Q2 | $2.47M | Sell |
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|
2024
Q1 | $2.4M | Sell |
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|
2023
Q4 | $2.36M | Sell |
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|
2023
Q3 | $1.9M | Sell |
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|
2023
Q2 | $2.69M | Buy |
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|
2023
Q1 | $2.75M | Sell |
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|
2022
Q4 | $3.13M | Buy |
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|
2022
Q3 | $2.21M | Sell |
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|
2022
Q2 | $2.4M | Hold |
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|
2022
Q1 | $2.85M | Buy |
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|
2021
Q4 | $3.32M | Buy |
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|
2021
Q3 | $2.94M | Buy |
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|
2021
Q2 | $2.9M | Buy |
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|
2021
Q1 | $2.62M | Buy |
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