HM Payson & Co’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 | $1.08M | Buy |
|
|||||
|
2025
Q2 | $799K | Buy |
|
|||||
|
2025
Q1 | $720K | Buy |
|
|||||
|
2024
Q4 | $632K | Sell |
|
|||||
|
2024
Q3 | $629K | Sell |
|
|||||
|
2024
Q2 | $564K | Sell |
|
|||||
|
2024
Q1 | $651K | Sell |
|
|||||
|
2023
Q4 | $595K | Sell |
|
|||||
|
2023
Q3 | $496K | Hold |
|
|||||
|
2023
Q2 | $518K | Sell |
|
|||||
|
2023
Q1 | $558K | Sell |
|
|||||
|
2022
Q4 | $562K | Buy |
|
|||||
|
2022
Q3 | $473K | Hold |
|
|||||
|
2022
Q2 | $512K | Sell |
|
|||||
|
2022
Q1 | $624K | Sell |
|
|||||
|
2021
Q4 | $767K | Buy |
|
|||||
|
2021
Q3 | $528K | Sell |
|
|||||
|
2021
Q2 | $532K | Hold |
|
|||||
|
2021
Q1 | $491K | Sell |
|
|||||
|
2020
Q4 | $462K | Sell |
|
|||||
|
2020
Q3 | $387K | Sell |
|
|||||
|
2020
Q2 | $451K | Sell |
|
|||||
|
2020
Q1 | $419K | Sell |
|
|||||
|
2019
Q4 | $709K | Sell |
|
|||||
|
2019
Q3 | $673K | Sell |
|
|||||
|
2019
Q2 | $713K | Buy |
|
|||||
|
2019
Q1 | $812K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $937K | Sell |
|
|||||
|
2018
Q2 | $1.07M | Buy |
|
|||||
|
2018
Q1 | $1.02M | Buy |
|
|||||
|
2017
Q4 | $1.06M | Buy |
|
|||||
|
2017
Q3 | $988K | Sell |
|
|||||
|
2017
Q2 | $1.01M | Hold |
|
|||||
|
2017
Q1 | $934K | Sell |
|
|||||
|
2016
Q4 | $979K | Buy |
|
|||||
|
2016
Q3 | $694K | Sell |
|
|||||
|
2016
Q2 | $695K | Sell |
|
|||||
|
2016
Q1 | $675K | Sell |
|
|||||
|
2015
Q4 | $781K | Hold |
|
|||||
|
2015
Q3 | $742K | Sell |
|
|||||
|
2015
Q2 | $801K | Hold |
|
|||||
|
2015
Q1 | $768K | Hold |
|
|||||
|
2014
Q4 | $774K | Buy |
|
|||||
|
2014
Q3 | $650K | Sell |
|
|||||
|
2014
Q2 | $631K | Buy |
|
|||||
|
2014
Q1 | $574K | Hold |
|
|||||
|
2013
Q4 | $569K | Hold |
|
|||||
|
2013
Q3 | $491K | Sell |
|
|||||
|
2013
Q2 | $462K | Buy |
|