Kimelman & Baird’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 | $155K | Hold |
1,700
| – | – | 0.01% | 125 |
|
|
2025
Q1 | $143K | Hold |
1,700
| – | – | 0.01% | 128 |
|
|
2024
Q4 | $131K | Hold |
1,700
| – | – | 0.01% | 139 |
|
|
2024
Q3 | $122K | Hold |
1,700
| – | – | 0.01% | 147 |
|
|
2024
Q2 | $102K | Buy |
+1,700
| New | +$102K | 0.01% | 152 |
|
|
2015
Q2 | – | Sell |
-6,464
| Closed | -$260K | – | 116 |
|
|
2015
Q1 | $260K | Hold |
6,464
| – | – | 0.05% | 101 |
|
|
2014
Q4 | $262K | Hold |
6,464
| – | – | 0.05% | 103 |
|
|
2014
Q3 | $250K | Hold |
6,464
| – | – | 0.05% | 100 |
|
|
2014
Q2 | $242K | Buy |
6,464
+88
| +1% | +$3.3K | 0.04% | 104 |
|
|
2014
Q1 | $225K | Hold |
6,376
| – | – | 0.04% | 101 |
|
|
2013
Q4 | $223K | Buy |
+6,376
| New | +$223K | 0.04% | 95 |
|