Merit Financial Group’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 | $5.58M | Buy |
61,255
+47,959
| +361% | +$4.37M | 0.06% | 247 |
|
|
2025
Q1 | $1.12M | Buy |
13,296
+6,262
| +89% | +$525K | 0.02% | 622 |
|
|
2024
Q4 | $540K | Buy |
7,034
+4,030
| +134% | +$310K | 0.01% | 707 |
|
|
2024
Q3 | $216K | Sell |
3,004
-1,866
| -38% | -$134K | ﹤0.01% | 766 |
|
|
2024
Q2 | $292K | Buy |
4,870
+229
| +5% | +$13.7K | 0.01% | 741 |
|
|
2024
Q1 | $265K | Buy |
4,641
+439
| +10% | +$25K | 0.01% | 750 |
|
|
2023
Q4 | $219K | Buy |
+4,202
| New | +$219K | 0.01% | 704 |
|
|
2019
Q4 | – | Sell |
-8,690
| Closed | -$393K | – | 234 |
|
|
2019
Q3 | $393K | Buy |
8,690
+69
| +0.8% | +$3.12K | 0.04% | 103 |
|
|
2019
Q2 | $380K | Buy |
8,621
+271
| +3% | +$11.9K | 0.04% | 86 |
|
|
2019
Q1 | $421K | Buy |
8,350
+1,187
| +17% | +$59.8K | 0.05% | 70 |
|
|
2018
Q4 | $337K | Buy |
7,163
+129
| +2% | +$6.07K | 0.05% | 73 |
|
|
2018
Q3 | $358K | Sell |
7,034
-76
| -1% | -$3.87K | 0.06% | 80 |
|
|
2018
Q2 | $383K | Buy |
7,110
+1,025
| +17% | +$55.2K | 0.07% | 67 |
|
|
2018
Q1 | $313K | Sell |
6,085
-203
| -3% | -$10.4K | 0.06% | 81 |
|
|
2017
Q4 | $338K | Buy |
+6,288
| New | +$338K | 0.07% | 77 |
|