GM Advisory Group’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Hold |
3,867
| – | – | 0.02% | 221 |
|
|
2025
Q1 | $324K | Hold |
3,867
| – | – | 0.02% | 208 |
|
|
2024
Q4 | $297K | Hold |
3,867
| – | – | 0.02% | 211 |
|
|
2024
Q3 | $278K | Hold |
3,867
| – | – | 0.02% | 208 |
|
|
2024
Q2 | $232K | Buy |
+3,867
| New | +$232K | 0.01% | 208 |
|
|
2022
Q1 | – | Sell |
-3,542
| Closed | -$206K | – | 193 |
|
|
2021
Q4 | $206K | Buy |
+3,542
| New | +$206K | 0.02% | 190 |
|
|
2020
Q2 | – | Sell |
-9,000
| Closed | -$303K | – | 175 |
|
|
2020
Q1 | $303K | Buy |
+9,000
| New | +$303K | 0.08% | 93 |
|
|
2017
Q1 | – | Sell |
-6,000
| Closed | -$284K | – | 108 |
|
|
2016
Q4 | $284K | Buy |
+6,000
| New | +$284K | 0.1% | 90 |
|
|
2015
Q1 | – | Sell |
-6,000
| Closed | -$243K | – | 47 |
|
|
2014
Q4 | $243K | Sell |
6,000
-1,400
| -19% | -$56.7K | 0.13% | 55 |
|
|
2014
Q3 | $287K | Hold |
7,400
| – | – | 0.22% | 48 |
|
|
2014
Q2 | $277K | Hold |
7,400
| – | – | 0.24% | 51 |
|
|
2014
Q1 | $251K | Buy |
+7,400
| New | +$251K | 0.19% | 64 |
|