Dumont & Blake Investment Advisors’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 | $487K | Sell |
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|
2025
Q2 | $412K | Hold |
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|
2025
Q1 | $379K | Sell |
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|
2024
Q4 | $356K | Sell |
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|
2024
Q3 | $337K | Sell |
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|
2024
Q2 | $603K | Buy |
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|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $285K | Sell |
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|
2023
Q3 | $297K | Sell |
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|
2023
Q2 | $333K | Sell |
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|
2023
Q1 | $380K | Sell |
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|
2022
Q4 | $388K | Sell |
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|
2022
Q3 | $329K | Hold |
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|
2022
Q2 | $357K | Buy |
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|
2022
Q1 | $424K | Sell |
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|
2021
Q4 | $506K | Sell |
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|
2021
Q3 | $467K | Sell |
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|
2021
Q2 | $496K | Hold |
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|
2021
Q1 | $458K | Sell |
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|
2020
Q4 | $421K | Sell |
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|
2020
Q3 | $350K | Sell |
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|
2020
Q2 | $405K | Sell |
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|
2020
Q1 | $359K | Sell |
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|
2019
Q4 | $559K | Sell |
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|
2019
Q3 | $507K | Sell |
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|
2019
Q2 | $500K | Sell |
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|
2019
Q1 | $1.07M | Sell |
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|
2018
Q4 | $1M | Sell |
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|
2018
Q3 | $1.16M | Buy |
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|
2018
Q2 | $1.17M | Sell |
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|
2018
Q1 | $1.35M | Sell |
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|
2017
Q4 | $1.42M | Hold |
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|
2017
Q3 | $1.4M | Sell |
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|
2017
Q2 | $1.38M | Sell |
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|
2017
Q1 | $1.31M | Buy |
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|
2016
Q4 | $1.29M | Sell |
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|
2016
Q3 | $1.1M | Hold |
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|
2016
Q2 | $1.07M | Sell |
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|
2016
Q1 | $1.03M | Sell |
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|
2015
Q4 | $1.19M | Sell |
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|
2015
Q3 | $1.14M | Sell |
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|
2015
Q2 | $1.23M | Hold |
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|
2015
Q1 | $1.18M | Buy |
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|
2014
Q4 | $1.18M | Sell |
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|
2014
Q3 | $1.14M | Buy |
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|
2014
Q2 | $1.09M | Sell |
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|
2014
Q1 | $1.03M | Sell |
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|
2013
Q4 | $1.04M | Sell |
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|
2013
Q3 | $1M | Sell |
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|
2013
Q2 | $935K | Buy |
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