Forte Capital’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 | $3.53M | Sell |
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|
2025
Q1 | $3.27M | Buy |
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|
2024
Q4 | $2.99M | Sell |
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|
2024
Q3 | $3.15M | Sell |
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|
2024
Q2 | $2.64M | Sell |
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|
2024
Q1 | $2.57M | Sell |
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|
2023
Q4 | $2.33M | Sell |
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|
2023
Q3 | $1.96M | Sell |
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|
2023
Q2 | $2.06M | Sell |
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|
2023
Q1 | $2.15M | Sell |
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|
2022
Q4 | $2.4M | Sell |
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|
2022
Q3 | $2.06M | Buy |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $1.91M | Hold |
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|
2021
Q4 | $1.91M | Sell |
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|
2021
Q3 | $1.71M | Sell |
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|
2021
Q2 | $1.7M | Sell |
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|
2021
Q1 | $1.58M | Sell |
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|
2020
Q4 | $1.45M | Sell |
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|
2020
Q3 | $1.23M | Sell |
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|
2020
Q2 | $1.46M | Buy |
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|
2020
Q1 | $984K | Sell |
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|
2019
Q4 | $1.53M | Sell |
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|
2019
Q3 | $1.47M | Sell |
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|
2019
Q2 | $1.47M | Buy |
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|
2019
Q1 | $1.19M | Buy |
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|
2018
Q4 | $1.1M | Buy |
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|
2018
Q3 | $1.16M | Sell |
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|
2018
Q2 | $1.26M | Buy |
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|
2018
Q1 | $630K | Buy |
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|
2017
Q4 | $622K | Sell |
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|
2017
Q3 | $652K | Buy |
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|
2017
Q2 | $621K | Sell |
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|
2017
Q1 | $643K | Sell |
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|
2016
Q4 | $668K | Sell |
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|
2016
Q3 | $583K | Buy |
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|
2016
Q2 | $512K | Sell |
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|
2016
Q1 | $489K | Buy |
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|
2015
Q4 | $541K | Buy |
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|
2015
Q3 | $511K | Sell |
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|
2015
Q2 | $583K | Sell |
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|
2015
Q1 | $578K | Buy |
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|
2014
Q4 | $577K | Buy |
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|
2014
Q3 | $520K | Buy |
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