FAM
Formidable Asset Management’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Hold |
2,940
| – | – | 0.04% | 334 |
|
|
2025
Q1 | $247K | Buy |
+2,940
| New | +$247K | 0.04% | 333 |
|
|
2016
Q2 | – | Sell |
-2,516
| Closed | -$102K | – | 190 |
|
|
2016
Q1 | $102K | Hold |
2,516
| – | – | 0.07% | 153 |
|
|
2015
Q4 | $97K | Hold |
2,516
| – | – | 0.07% | 171 |
|
|
2015
Q3 | $98K | Hold |
2,516
| – | – | 0.07% | 171 |
|
|
2015
Q2 | $106K | Sell |
2,516
-125
| -5% | -$5.27K | 0.07% | 160 |
|
|
2015
Q1 | $114K | Hold |
2,641
| – | – | 0.08% | 149 |
|
|
2014
Q4 | $107K | Hold |
2,641
| – | – | 0.07% | 141 |
|
|
2014
Q3 | $102K | Hold |
2,641
| – | – | 0.07% | 144 |
|
|
2014
Q2 | $99K | Hold |
2,641
| – | – | 0.06% | 163 |
|
|
2014
Q1 | $88K | Hold |
2,641
| – | – | 0.06% | 151 |
|
|
2013
Q4 | $84K | Sell |
2,641
-125
| -5% | -$3.98K | 0.06% | 160 |
|
|
2013
Q3 | $84K | Buy |
+2,766
| New | +$84K | 0.07% | 143 |
|