GHP Investment Advisors’s Bank of New York Mellon BK Stock Holding History

GHP Investment Advisors’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$460K	Hold	5,045	–	–	0.02%	304
2025 Q1	$423K	Hold	5,045	–	–	0.02%	311
2024 Q4	$388K	Hold	5,045	–	–	0.02%	318
2024 Q3	$363K	Buy	5,045 +328	+7%	+$23.6K	0.02%	327
2024 Q2	$283K	Hold	4,717	–	–	0.01%	338
2024 Q1	$272K	Hold	4,717	–	–	0.01%	351
2023 Q4	$246K	Sell	4,717 -328	-7%	-$17.1K	0.01%	357
2023 Q3	$208K	Hold	5,045	–	–	0.01%	368
2023 Q2	$232K	Hold	5,045	–	–	0.01%	360
2023 Q1	$229K	Hold	5,045	–	–	0.01%	357
2022 Q4	$230K	Hold	5,045	–	–	0.02%	357
2022 Q3	$194K	Buy	5,045 +119	+2%	+$4.58K	0.01%	359
2022 Q2	$205K	Buy	4,926 +209	+4%	+$8.7K	0.02%	346
2022 Q1	$234K	Hold	4,717	–	–	0.02%	342
2021 Q4	$274K	Hold	4,717	–	–	0.02%	290
2021 Q3	$245K	Hold	4,717	–	–	0.02%	285
2021 Q2	$242K	Hold	4,717	–	–	0.02%	281
2021 Q1	$223K	Hold	4,717	–	–	0.02%	282
2020 Q4	$200K	Buy	+4,717	New	+$200K	0.02%	277
2020 Q1	–	Sell	-5,146	Closed	-$259K	–	280
2019 Q4	$259K	Buy	5,146 +3	+0.1%	+$151	0.03%	280
2019 Q3	$233K	Buy	5,143 +3	+0.1%	+$136	0.03%	283
2019 Q2	$227K	Buy	5,140 +2	+0%	+$88	0.03%	294
2019 Q1	$259K	Buy	5,138 +2	+0%	+$101	0.03%	282
2018 Q4	$242K	Buy	5,136 +3	+0.1%	+$141	0.04%	268
2018 Q3	$262K	Buy	5,133 +2	+0%	+$102	0.04%	270
2018 Q2	$277K	Buy	5,131 +2	+0%	+$108	0.04%	260
2018 Q1	$264K	Buy	5,129 +1	+0%	+$51	0.04%	263
2017 Q4	$276K	Buy	5,128 +2	+0%	+$108	0.04%	266
2017 Q3	$272K	Buy	5,126 +2	+0%	+$106	0.04%	262
2017 Q2	$261K	Buy	5,124 +2	+0%	+$102	0.04%	271
2017 Q1	$242K	Buy	5,122 +1	+0%	+$47	0.04%	273
2016 Q4	$243K	Buy	5,121 +2	+0%	+$95	0.05%	264
2016 Q3	$204K	Sell	5,119 -1,134	-18%	-$45.2K	0.04%	272
2016 Q2	$243K	Buy	+6,253	New	+$243K	0.05%	258
2015 Q3	–	Sell	-4,717	Closed	-$206K	–	275
2015 Q2	$206K	Buy	+4,717	New	+$206K	0.05%	271