Gould Capital’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 | $185K | Sell |
2,035
-339
| -14% | -$30.9K | 0.12% | 50 |
|
|
2025
Q1 | $199K | Sell |
2,374
-36,879
| -94% | -$3.09M | 0.14% | 51 |
|
|
2024
Q4 | $3.02M | Sell |
39,253
-12,511
| -24% | -$961K | 2.1% | 17 |
|
|
2024
Q3 | $3.72M | Sell |
51,764
-2,601
| -5% | -$187K | 2.45% | 13 |
|
|
2024
Q2 | $3.26M | Sell |
54,365
-1,032
| -2% | -$61.8K | 2.3% | 13 |
|
|
2024
Q1 | $3.19M | Sell |
55,397
-3,782
| -6% | -$218K | 2.25% | 15 |
|
|
2023
Q4 | $3.08M | Buy |
59,179
+299
| +0.5% | +$15.6K | 2.25% | 16 |
|
|
2023
Q3 | $2.48M | Buy |
58,880
+113
| +0.2% | +$4.75K | 2% | 22 |
|
|
2023
Q2 | $2.62M | Buy |
58,767
+292
| +0.5% | +$13K | 2% | 21 |
|
|
2023
Q1 | $2.66M | Buy |
58,475
+2,701
| +5% | +$123K | 2.05% | 21 |
|
|
2022
Q4 | $2.54M | Buy |
55,774
+107
| +0.2% | +$4.87K | 2.03% | 20 |
|
|
2022
Q3 | $2.14M | Buy |
55,667
+1,289
| +2% | +$49.6K | 1.85% | 22 |
|
|
2022
Q2 | $2.27M | Buy |
54,378
+2,406
| +5% | +$100K | 1.82% | 23 |
|
|
2022
Q1 | $2.58M | Sell |
51,972
-11,713
| -18% | -$581K | 1.85% | 24 |
|
|
2021
Q4 | $3.7M | Buy |
+63,685
| New | +$3.7M | 2.59% | 11 |
|