Joel Isaacson & 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 | $4.29M | Buy |
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|
2025
Q2 | $3.16M | Buy |
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|
2025
Q1 | $2.91M | Buy |
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|
2024
Q4 | $2.58M | Buy |
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|
2024
Q3 | $2.41M | Buy |
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|
2024
Q2 | $1.83M | Sell |
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|
2024
Q1 | $1.78M | Sell |
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|
2023
Q4 | $1.66M | Buy |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $493K | Hold |
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|
2023
Q1 | $503K | Sell |
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|
2022
Q4 | $595K | Hold |
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|
2022
Q3 | $504K | Hold |
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|
2022
Q2 | $545K | Hold |
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|
2022
Q1 | $604K | Sell |
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|
2021
Q4 | $807K | Hold |
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|
2021
Q3 | $721K | Hold |
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|
2021
Q2 | $712K | Hold |
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|
2021
Q1 | $657K | Hold |
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|
2020
Q4 | $590K | Sell |
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|
2020
Q3 | $488K | Hold |
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|
2020
Q2 | $549K | Hold |
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|
2020
Q1 | $478K | Hold |
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|
2019
Q4 | $715K | Hold |
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|
2019
Q3 | $642K | Sell |
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|
2019
Q2 | $631K | Hold |
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|
2019
Q1 | $721K | Hold |
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|
2018
Q4 | $687K | Buy |
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|
2018
Q3 | $729K | Hold |
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|
2018
Q2 | $771K | Hold |
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|
2018
Q1 | $736K | Sell |
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|
2017
Q4 | $780K | Hold |
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|
2017
Q3 | $768K | Hold |
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|
2017
Q2 | $739K | Hold |
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|
2017
Q1 | $684K | Hold |
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|
2016
Q4 | $686K | Hold |
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|
2016
Q3 | $577K | Buy |
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|
2016
Q2 | $500K | Hold |
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|
2016
Q1 | $474K | Hold |
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|
2015
Q4 | $531K | Sell |
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|
2015
Q3 | $513K | Buy |
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|
2015
Q2 | $547K | Sell |
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|
2015
Q1 | $598K | Hold |
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|
2014
Q4 | $603K | Hold |
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|
2014
Q3 | $576K | Hold |
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|
2014
Q2 | $557K | Hold |
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|
2014
Q1 | $524K | Hold |
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|
2013
Q4 | $519K | Sell |
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|
2013
Q3 | $460K | Hold |
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|
2013
Q2 | $428K | Buy |
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