Edgemoor 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 | $2.04M | Hold |
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|
2025
Q2 | $1.71M | Hold |
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|
2025
Q1 | $1.57M | Hold |
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|
2024
Q4 | $1.44M | Hold |
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|
2024
Q3 | $1.35M | Hold |
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|
2024
Q2 | $1.12M | Hold |
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|
2024
Q1 | $1.08M | Hold |
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|
2023
Q4 | $974K | Hold |
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|
2023
Q3 | $798K | Hold |
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|
2023
Q2 | $833K | Hold |
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|
2023
Q1 | $851K | Hold |
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|
2022
Q4 | $852K | Hold |
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|
2022
Q3 | $721K | Hold |
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|
2022
Q2 | $781K | Hold |
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|
2022
Q1 | $929K | Hold |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $887K | Hold |
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|
2021
Q2 | $876K | Hold |
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|
2021
Q1 | $809K | Hold |
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|
2020
Q4 | $726K | Hold |
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|
2020
Q3 | $587K | Hold |
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|
2020
Q2 | $661K | Sell |
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|
2020
Q1 | $644K | Hold |
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|
2019
Q4 | $962K | Hold |
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|
2019
Q3 | $864K | Hold |
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|
2019
Q2 | $844K | Hold |
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|
2019
Q1 | $964K | Hold |
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|
2018
Q4 | $899K | Hold |
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|
2018
Q3 | $974K | Hold |
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|
2018
Q2 | $1.03M | Hold |
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|
2018
Q1 | $985K | Hold |
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|
2017
Q4 | $1.1M | Hold |
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|
2017
Q3 | $1.01M | Hold |
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|
2017
Q2 | $975K | Buy |
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|
2017
Q1 | $808K | Hold |
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|
2016
Q4 | $811K | Hold |
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|
2016
Q3 | $682K | Hold |
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|
2016
Q2 | $665K | Hold |
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|
2016
Q1 | $630K | Hold |
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|
2015
Q4 | $705K | Hold |
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|
2015
Q3 | $670K | Buy |
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|
2015
Q2 | $676K | Hold |
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|
2015
Q1 | $648K | Hold |
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|
2014
Q4 | $654K | Sell |
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|
2014
Q3 | $629K | Sell |
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|
2014
Q2 | $613K | Hold |
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|
2014
Q1 | $577K | Hold |
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|
2013
Q4 | $572K | Hold |
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|
2013
Q3 | $494K | Hold |
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|
2013
Q2 | $459K | Buy |
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