GHP Investment Advisors’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
Q3 | $550K | Hold |
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|
2025
Q2 | $460K | Hold |
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|
2025
Q1 | $423K | Hold |
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|
2024
Q4 | $388K | Hold |
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|
2024
Q3 | $363K | Buy |
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|
2024
Q2 | $283K | Hold |
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|
2024
Q1 | $272K | Hold |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $208K | Hold |
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $229K | Hold |
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|
2022
Q4 | $230K | Hold |
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|
2022
Q3 | $194K | Buy |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $234K | Hold |
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|
2021
Q4 | $274K | Hold |
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|
2021
Q3 | $245K | Hold |
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|
2021
Q2 | $242K | Hold |
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|
2021
Q1 | $223K | Hold |
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|
2020
Q4 | $200K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $259K | Buy |
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|
2019
Q3 | $233K | Buy |
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|
2019
Q2 | $227K | Buy |
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|
2019
Q1 | $259K | Buy |
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|
2018
Q4 | $242K | Buy |
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|
2018
Q3 | $262K | Buy |
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|
2018
Q2 | $277K | Buy |
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|
2018
Q1 | $264K | Buy |
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|
2017
Q4 | $276K | Buy |
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|
2017
Q3 | $272K | Buy |
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|
2017
Q2 | $261K | Buy |
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|
2017
Q1 | $242K | Buy |
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|
2016
Q4 | $243K | Buy |
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|
2016
Q3 | $204K | Sell |
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|
2016
Q2 | $243K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $206K | Buy |
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