Ken Fisher’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 | $624K | Buy |
6,843
+806
| +13% | +$73.4K | ﹤0.01% | 756 |
|
|
2025
Q1 | $506K | Buy |
6,037
+330
| +6% | +$27.7K | ﹤0.01% | 787 |
|
|
2024
Q4 | $438K | Buy |
5,707
+1,025
| +22% | +$78.8K | ﹤0.01% | 797 |
|
|
2024
Q3 | $336K | Sell |
4,682
-395
| -8% | -$28.4K | ﹤0.01% | 819 |
|
|
2024
Q2 | $304K | Buy |
5,077
+588
| +13% | +$35.2K | ﹤0.01% | 879 |
|
|
2024
Q1 | $259K | Buy |
4,489
+15
| +0.3% | +$864 | ﹤0.01% | 892 |
|
|
2023
Q4 | $233K | Sell |
4,474
-259
| -5% | -$13.5K | ﹤0.01% | 920 |
|
|
2023
Q3 | $202K | Sell |
4,733
-667
| -12% | -$28.5K | ﹤0.01% | 1021 |
|
|
2023
Q2 | $240K | Buy |
+5,400
| New | +$240K | ﹤0.01% | 995 |
|
|
2022
Q3 | – | Sell |
-6,023
| Closed | -$251K | – | 941 |
|
|
2022
Q2 | $251K | Sell |
6,023
-1,321
| -18% | -$55.1K | ﹤0.01% | 832 |
|
|
2022
Q1 | $364K | Buy |
7,344
+1,618
| +28% | +$80.2K | ﹤0.01% | 784 |
|
|
2021
Q4 | $333K | Buy |
5,726
+1,400
| +32% | +$81.4K | ﹤0.01% | 830 |
|
|
2021
Q3 | $224K | Buy |
+4,326
| New | +$224K | ﹤0.01% | 850 |
|
|
2020
Q1 | – | Sell |
-3,983
| Closed | -$200K | – | 784 |
|
|
2019
Q4 | $200K | Buy |
+3,983
| New | +$200K | ﹤0.01% | 790 |
|
|
2019
Q3 | – | Sell |
-8,100
| Closed | -$358K | – | 830 |
|
|
2019
Q2 | $358K | Buy |
+8,100
| New | +$358K | ﹤0.01% | 713 |
|
|
2018
Q3 | – | Sell |
-4,640
| Closed | -$250K | – | 819 |
|
|
2018
Q2 | $250K | Buy |
+4,640
| New | +$250K | ﹤0.01% | 733 |
|
|
2018
Q1 | – | Sell |
-5,110
| Closed | -$275K | – | 776 |
|
|
2017
Q4 | $275K | Sell |
5,110
-2,786
| -35% | -$150K | ﹤0.01% | 756 |
|
|
2017
Q3 | $419K | Sell |
7,896
-350
| -4% | -$18.6K | ﹤0.01% | 638 |
|
|
2017
Q2 | $421K | Buy |
8,246
+213
| +3% | +$10.9K | ﹤0.01% | 614 |
|
|
2017
Q1 | $379K | Sell |
8,033
-643
| -7% | -$30.3K | ﹤0.01% | 593 |
|
|
2016
Q4 | $411K | Sell |
8,676
-1,039
| -11% | -$49.2K | ﹤0.01% | 582 |
|
|
2016
Q3 | $387K | Buy |
9,715
+380
| +4% | +$15.1K | ﹤0.01% | 599 |
|
|
2016
Q2 | $360K | Sell |
9,335
-1,214
| -12% | -$46.8K | ﹤0.01% | 596 |
|
|
2016
Q1 | $399K | Sell |
10,549
-1,172
| -10% | -$44.3K | ﹤0.01% | 585 |
|
|
2015
Q4 | $483K | Buy |
11,721
+1,808
| +18% | +$74.5K | ﹤0.01% | 574 |
|
|
2015
Q3 | $388K | Sell |
9,913
-511
| -5% | -$20K | ﹤0.01% | 571 |
|
|
2015
Q2 | $438K | Buy |
10,424
+45
| +0.4% | +$1.89K | ﹤0.01% | 466 |
|
|
2015
Q1 | $418K | Sell |
10,379
-258
| -2% | -$10.4K | ﹤0.01% | 463 |
|
|
2014
Q4 | $432K | Hold |
10,637
| – | – | ﹤0.01% | 461 |
|
|
2014
Q3 | $412K | Hold |
10,637
| – | – | ﹤0.01% | 449 |
|
|
2014
Q2 | $399K | Sell |
10,637
-388
| -4% | -$14.6K | ﹤0.01% | 457 |
|
|
2014
Q1 | $389K | Buy |
11,025
+1,518
| +16% | +$53.6K | ﹤0.01% | 423 |
|
|
2013
Q4 | $332K | Hold |
9,507
| – | – | ﹤0.01% | 427 |
|
|
2013
Q3 | $287K | Sell |
9,507
-267
| -3% | -$8.06K | ﹤0.01% | 433 |
|
|
2013
Q2 | $274K | Buy |
+9,774
| New | +$274K | ﹤0.01% | 428 |
|