KCM 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 | $287K | Sell |
3,152
-106
| -3% | -$9.66K | 0.01% | 324 |
|
|
2025
Q1 | $273K | Buy |
3,258
+366
| +13% | +$30.7K | 0.01% | 320 |
|
|
2024
Q4 | $222K | Buy |
+2,892
| New | +$222K | 0.01% | 344 |
|
|
2019
Q2 | – | Sell |
-4,407
| Closed | -$222K | – | 326 |
|
|
2019
Q1 | $222K | Buy |
4,407
+2
| +0% | +$101 | 0.01% | 303 |
|
|
2018
Q4 | $207K | Sell |
4,405
-314
| -7% | -$14.8K | 0.01% | 465 |
|
|
2018
Q3 | $241K | Buy |
4,719
+2
| +0% | +$102 | 0.01% | 467 |
|
|
2018
Q2 | $254K | Buy |
4,717
+1
| +0% | +$54 | 0.02% | 457 |
|
|
2018
Q1 | $243K | Buy |
4,716
+1
| +0% | +$52 | 0.01% | 470 |
|
|
2017
Q4 | $254K | Buy |
4,715
+1
| +0% | +$54 | 0.01% | 465 |
|
|
2017
Q3 | $250K | Hold |
4,714
| – | – | 0.02% | 463 |
|
|
2017
Q2 | $241K | Buy |
4,714
+249
| +6% | +$12.7K | 0.02% | 486 |
|
|
2017
Q1 | $211K | Hold |
4,465
| – | – | 0.01% | 513 |
|
|
2016
Q4 | $212K | Buy |
+4,465
| New | +$212K | 0.01% | 503 |
|