Hudson Valley Investment Advisors’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 | $318K | Hold |
3,490
| – | – | 0.03% | 141 |
|
|
2025
Q1 | $293K | Sell |
3,490
-360
| -9% | -$30.2K | 0.04% | 137 |
|
|
2024
Q4 | $296K | Sell |
3,850
-847
| -18% | -$65.1K | 0.03% | 142 |
|
|
2024
Q3 | $338K | Sell |
4,697
-1,855
| -28% | -$133K | 0.04% | 139 |
|
|
2024
Q2 | $345K | Buy |
6,552
+1,855
| +39% | +$97.8K | 0.04% | 143 |
|
|
2024
Q1 | $271K | Sell |
4,697
-1,855
| -28% | -$107K | 0.03% | 154 |
|
|
2023
Q4 | $345K | Sell |
6,552
-8,590
| -57% | -$453K | 0.05% | 143 |
|
|
2023
Q3 | $646K | Sell |
15,142
-2,327
| -13% | -$99.2K | 0.09% | 119 |
|
|
2023
Q2 | $778K | Sell |
17,469
-875
| -5% | -$39K | 0.11% | 119 |
|
|
2023
Q1 | $834K | Sell |
18,344
-200
| -1% | -$9.09K | 0.12% | 121 |
|
|
2022
Q4 | $844K | Sell |
18,544
-838
| -4% | -$38.1K | 0.13% | 117 |
|
|
2022
Q3 | $747K | Sell |
19,382
-1,191
| -6% | -$45.9K | 0.12% | 119 |
|
|
2022
Q2 | $858K | Sell |
20,573
-172
| -0.8% | -$7.17K | 0.13% | 112 |
|
|
2022
Q1 | $1.03M | Sell |
20,745
-688
| -3% | -$34.2K | 0.14% | 110 |
|
|
2021
Q4 | $1.25M | Sell |
21,433
-75
| -0.3% | -$4.36K | 0.19% | 84 |
|
|
2021
Q3 | $1.12M | Sell |
21,508
-795
| -4% | -$41.2K | 0.19% | 88 |
|
|
2021
Q2 | $1.14M | Sell |
22,303
-247
| -1% | -$12.7K | 0.2% | 86 |
|
|
2021
Q1 | $1.07M | Sell |
22,550
-1,700
| -7% | -$80.4K | 0.19% | 93 |
|
|
2020
Q4 | $1.03M | Sell |
24,250
-2,519
| -9% | -$107K | 0.2% | 88 |
|
|
2020
Q3 | $919K | Sell |
26,769
-678
| -2% | -$23.3K | 0.2% | 89 |
|
|
2020
Q2 | $1.06M | Sell |
27,447
-249
| -0.9% | -$9.63K | 0.25% | 83 |
|
|
2020
Q1 | $933K | Sell |
27,696
-12,183
| -31% | -$410K | 0.26% | 82 |
|
|
2019
Q4 | $2.01M | Sell |
39,879
-899
| -2% | -$45.2K | 0.43% | 61 |
|
|
2019
Q3 | $1.84M | Sell |
40,778
-1,740
| -4% | -$78.7K | 0.43% | 59 |
|
|
2019
Q2 | $1.88M | Sell |
42,518
-2,661
| -6% | -$117K | 0.43% | 59 |
|
|
2019
Q1 | $2.28M | Sell |
45,179
-16,914
| -27% | -$853K | 0.55% | 52 |
|
|
2018
Q4 | $2.92M | Sell |
62,093
-16,141
| -21% | -$760K | 0.67% | 51 |
|
|
2018
Q3 | $3.99M | Sell |
78,234
-1,415
| -2% | -$72.1K | 0.92% | 37 |
|
|
2018
Q2 | $4.3M | Sell |
79,649
-1,461
| -2% | -$78.8K | 1.06% | 30 |
|
|
2018
Q1 | $4.18M | Sell |
81,110
-254
| -0.3% | -$13.1K | 1.05% | 33 |
|
|
2017
Q4 | $4.38M | Sell |
81,364
-232
| -0.3% | -$12.5K | 1.08% | 29 |
|
|
2017
Q3 | $4.33M | Sell |
81,596
-607
| -0.7% | -$32.2K | 1.12% | 29 |
|
|
2017
Q2 | $4.19M | Buy |
82,203
+1,850
| +2% | +$94.4K | 1.16% | 29 |
|
|
2017
Q1 | $3.8M | Buy |
80,353
+2,800
| +4% | +$132K | 1.06% | 29 |
|
|
2016
Q4 | $3.67M | Buy |
77,553
+4,676
| +6% | +$222K | 1.08% | 28 |
|
|
2016
Q3 | $2.91M | Buy |
72,877
+2,697
| +4% | +$108K | 0.9% | 32 |
|
|
2016
Q2 | $2.73M | Buy |
70,180
+573
| +0.8% | +$22.3K | 0.87% | 36 |
|
|
2016
Q1 | $2.56M | Buy |
69,607
+872
| +1% | +$32.1K | 0.83% | 36 |
|
|
2015
Q4 | $2.83M | Sell |
68,735
-1,250
| -2% | -$51.5K | 0.88% | 35 |
|
|
2015
Q3 | $2.74M | Buy |
69,985
+1,112
| +2% | +$43.5K | 0.89% | 36 |
|
|
2015
Q2 | $2.89M | Sell |
68,873
-551
| -0.8% | -$23.1K | 0.9% | 38 |
|
|
2015
Q1 | $2.79M | Buy |
69,424
+4,254
| +7% | +$171K | 0.95% | 38 |
|
|
2014
Q4 | $2.64M | Buy |
65,170
+350
| +0.5% | +$14.2K | 1.08% | 36 |
|
|
2014
Q3 | $2.51M | Buy |
64,820
+2,650
| +4% | +$103K | 1.07% | 37 |
|
|
2014
Q2 | $2.33M | Sell |
62,170
-4,215
| -6% | -$158K | 1.02% | 38 |
|
|
2014
Q1 | $2.34M | Buy |
66,385
+1,625
| +3% | +$57.4K | 1% | 38 |
|
|
2013
Q4 | $2.26M | Buy |
64,760
+2,850
| +5% | +$99.6K | 1% | 38 |
|
|
2013
Q3 | $1.87M | Buy |
61,910
+1,479
| +2% | +$44.7K | 0.91% | 38 |
|
|
2013
Q2 | $1.7M | Buy |
+60,431
| New | +$1.7M | 0.81% | 42 |
|