Meeder Advisory Services’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 | $1.86M | Buy |
20,364
+1,218
| +6% | +$111K | 0.1% | 156 |
|
|
2025
Q1 | $1.61M | Buy |
19,146
+2,118
| +12% | +$178K | 0.1% | 169 |
|
|
2024
Q4 | $1.31M | Sell |
17,028
-658
| -4% | -$50.6K | 0.08% | 184 |
|
|
2024
Q3 | $1.27M | Sell |
17,686
-2
| -0% | -$144 | 0.08% | 192 |
|
|
2024
Q2 | $1.06M | Buy |
17,688
+4,393
| +33% | +$263K | 0.07% | 213 |
|
|
2024
Q1 | $766K | Buy |
13,295
+923
| +7% | +$53.2K | 0.08% | 219 |
|
|
2023
Q4 | $644K | Buy |
12,372
+1,413
| +13% | +$73.5K | 0.07% | 232 |
|
|
2023
Q3 | $467K | Sell |
10,959
-2,406
| -18% | -$103K | 0.06% | 270 |
|
|
2023
Q2 | $595K | Sell |
13,365
-2,040
| -13% | -$90.8K | 0.06% | 256 |
|
|
2023
Q1 | $700K | Buy |
15,405
+1,610
| +12% | +$73.2K | 0.08% | 221 |
|
|
2022
Q4 | $628K | Buy |
+13,795
| New | +$628K | 0.08% | 227 |
|