Essex Financial Services’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
Q2 | $1.57M | Buy |
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|
2025
Q1 | $1.38M | Sell |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $646K | Buy |
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|
2023
Q4 | $562K | Sell |
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|
2023
Q3 | $460K | Sell |
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|
2023
Q2 | $580K | Buy |
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|
2023
Q1 | $587K | Buy |
|
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|
2022
Q4 | $539K | Buy |
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|
2022
Q3 | $454K | Sell |
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|
2022
Q2 | $499K | Sell |
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|
2022
Q1 | $635K | Buy |
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|
2021
Q4 | $732K | Sell |
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|
2021
Q3 | $660K | Buy |
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|
2021
Q2 | $445K | Hold |
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|
2021
Q1 | $445K | Buy |
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|
2020
Q4 | $346K | Sell |
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|
2020
Q3 | $333K | Buy |
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|
2020
Q2 | $230K | Sell |
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|
2020
Q1 | $416K | Sell |
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|
2019
Q4 | $632K | Sell |
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|
2019
Q3 | $579K | Buy |
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|
2019
Q2 | $561K | Sell |
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|
2019
Q1 | $704K | Sell |
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|
2018
Q4 | $698K | Sell |
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|
2018
Q3 | $770K | Buy |
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|
2018
Q2 | $773K | Buy |
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|
2018
Q1 | $737K | Buy |
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|
2017
Q4 | $768K | Sell |
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|
2017
Q3 | $778K | Buy |
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|
2017
Q2 | $747K | Buy |
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|
2017
Q1 | $643K | Buy |
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|
2016
Q4 | $643K | Buy |
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|
2016
Q3 | $540K | Buy |
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|
2016
Q2 | $524K | Sell |
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|
2016
Q1 | $678K | Sell |
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|
2015
Q4 | $766K | Buy |
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|
2015
Q3 | $716K | Sell |
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|
2015
Q2 | $927K | Sell |
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|
2015
Q1 | $905K | Sell |
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|
2014
Q4 | $924K | Buy |
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|
2014
Q3 | $863K | Sell |
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|
2014
Q2 | $889K | Buy |
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|
2014
Q1 | $834K | Buy |
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|
2013
Q4 | $823K | Buy |
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|
2013
Q3 | $694 | Sell |
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|
2013
Q2 | $774K | Buy |
|