Grimes & Company’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 | $566K | Buy |
6,209
+196
| +3% | +$17.9K | 0.02% | 258 |
|
|
2025
Q1 | $504K | Buy |
6,013
+171
| +3% | +$14.3K | 0.02% | 241 |
|
|
2024
Q4 | $449K | Buy |
5,842
+55
| +1% | +$4.23K | 0.01% | 261 |
|
|
2024
Q3 | $416K | Buy |
5,787
+23
| +0.4% | +$1.65K | 0.01% | 251 |
|
|
2024
Q2 | $345K | Sell |
5,764
-37
| -0.6% | -$2.22K | 0.01% | 257 |
|
|
2024
Q1 | $334K | Buy |
+5,801
| New | +$334K | 0.01% | 258 |
|
|
2017
Q1 | – | Sell |
-5,053
| Closed | -$239K | – | 202 |
|
|
2016
Q4 | $239K | Hold |
5,053
| – | – | 0.03% | 178 |
|
|
2016
Q3 | $202K | Sell |
5,053
-900
| -15% | -$36K | 0.03% | 186 |
|
|
2016
Q2 | $231K | Sell |
5,953
-47
| -0.8% | -$1.82K | 0.03% | 182 |
|
|
2016
Q1 | $221K | Hold |
6,000
| – | – | 0.03% | 174 |
|
|
2015
Q4 | $247K | Hold |
6,000
| – | – | 0.03% | 168 |
|
|
2015
Q3 | $235K | Buy |
6,000
+94
| +2% | +$3.68K | 0.03% | 162 |
|
|
2015
Q2 | $248K | Sell |
5,906
-205
| -3% | -$8.61K | 0.03% | 164 |
|
|
2015
Q1 | $246K | Buy |
6,111
+902
| +17% | +$36.3K | 0.06% | 137 |
|
|
2014
Q4 | $211K | Sell |
5,209
-61
| -1% | -$2.47K | 0.05% | 147 |
|
|
2014
Q3 | $204K | Buy |
+5,270
| New | +$204K | 0.05% | 145 |
|