Ken Fisher’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
Q2 | $624K | Buy |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $438K | Buy |
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|
2024
Q3 | $336K | Sell |
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|
2024
Q2 | $304K | Buy |
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|
2024
Q1 | $259K | Buy |
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|
2023
Q4 | $233K | Sell |
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|
2023
Q3 | $202K | Sell |
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|
2023
Q2 | $240K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $251K | Sell |
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|
2022
Q1 | $364K | Buy |
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|
2021
Q4 | $333K | Buy |
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|
2021
Q3 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $200K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $358K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $250K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $275K | Sell |
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|
2017
Q3 | $419K | Sell |
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|
2017
Q2 | $421K | Buy |
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|
2017
Q1 | $379K | Sell |
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|
2016
Q4 | $411K | Sell |
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|
2016
Q3 | $387K | Buy |
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|
2016
Q2 | $360K | Sell |
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|
2016
Q1 | $399K | Sell |
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|
2015
Q4 | $483K | Buy |
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|
2015
Q3 | $388K | Sell |
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|
2015
Q2 | $438K | Buy |
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|
2015
Q1 | $418K | Sell |
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|
2014
Q4 | $432K | Hold |
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|
2014
Q3 | $412K | Hold |
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|
2014
Q2 | $399K | Sell |
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|
2014
Q1 | $389K | Buy |
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|
2013
Q4 | $332K | Hold |
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|
2013
Q3 | $287K | Sell |
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|
2013
Q2 | $274K | Buy |
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