Empirical Finance’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 | $2.4M | Buy |
26,295
+159
| +0.6% | +$14.5K | 0.13% | 154 |
|
|
2025
Q1 | $2.19M | Buy |
26,136
+470
| +2% | +$39.4K | 0.13% | 149 |
|
|
2024
Q4 | $1.97M | Sell |
25,666
-374
| -1% | -$28.7K | 0.11% | 157 |
|
|
2024
Q3 | $1.87M | Buy |
26,040
+589
| +2% | +$42.3K | 0.11% | 165 |
|
|
2024
Q2 | $1.52M | Sell |
25,451
-1,616
| -6% | -$96.8K | 0.1% | 177 |
|
|
2024
Q1 | $1.56M | Buy |
27,067
+933
| +4% | +$53.8K | 0.1% | 196 |
|
|
2023
Q4 | $1.36M | Buy |
26,134
+192
| +0.7% | +$9.99K | 0.09% | 195 |
|
|
2023
Q3 | $1.11M | Buy |
25,942
+2,039
| +9% | +$87K | 0.08% | 223 |
|
|
2023
Q2 | $1.06M | Buy |
23,903
+2,487
| +12% | +$111K | 0.08% | 223 |
|
|
2023
Q1 | $973K | Buy |
21,416
+854
| +4% | +$38.8K | 0.09% | 216 |
|
|
2022
Q4 | $936K | Buy |
20,562
+1,522
| +8% | +$69.3K | 0.1% | 214 |
|
|
2022
Q3 | $733K | Buy |
19,040
+2,944
| +18% | +$113K | 0.09% | 221 |
|
|
2022
Q2 | $671K | Buy |
16,096
+681
| +4% | +$28.4K | 0.09% | 218 |
|
|
2022
Q1 | $765K | Buy |
15,415
+1,489
| +11% | +$73.9K | 0.09% | 221 |
|
|
2021
Q4 | $809K | Buy |
13,926
+3,493
| +33% | +$203K | 0.1% | 192 |
|
|
2021
Q3 | $541K | Buy |
10,433
+571
| +6% | +$29.6K | 0.08% | 248 |
|
|
2021
Q2 | $505K | Buy |
9,862
+1,319
| +15% | +$67.5K | 0.08% | 240 |
|
|
2021
Q1 | $363K | Hold |
8,543
| – | – | 0.06% | 233 |
|
|
2020
Q4 | $363K | Buy |
8,543
+1,366
| +19% | +$58K | 0.06% | 233 |
|
|
2020
Q3 | $246K | Buy |
7,177
+1,280
| +22% | +$43.9K | 0.05% | 246 |
|
|
2020
Q2 | $228K | Buy |
+5,897
| New | +$228K | 0.06% | 222 |
|
|
2017
Q1 | – | Sell |
-500
| Closed | -$24K | – | 143 |
|
|
2016
Q4 | $24K | Buy |
+500
| New | +$24K | 0.02% | 175 |
|