Mezzasalma Advisors’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 | $484K | Sell |
5,309
-13
| -0.2% | -$1.18K | 0.15% | 84 |
|
|
2025
Q1 | $446K | Sell |
5,322
-239
| -4% | -$20K | 0.15% | 85 |
|
|
2024
Q4 | $427K | Buy |
5,561
+1,081
| +24% | +$83.1K | 0.14% | 86 |
|
|
2024
Q3 | $322K | Buy |
4,480
+181
| +4% | +$13K | 0.13% | 63 |
|
|
2024
Q2 | $257K | Sell |
4,299
-774
| -15% | -$46.4K | 0.11% | 66 |
|
|
2024
Q1 | $292K | Buy |
5,073
+1,102
| +28% | +$63.5K | 0.14% | 81 |
|
|
2023
Q4 | $207K | Buy |
+3,971
| New | +$207K | 0.11% | 93 |
|
|
2022
Q2 | – | Sell |
-4,780
| Closed | -$237K | – | 87 |
|
|
2022
Q1 | $237K | Hold |
4,780
| – | – | 0.15% | 82 |
|
|
2021
Q4 | $278K | Sell |
4,780
-70
| -1% | -$4.07K | 0.15% | 78 |
|
|
2021
Q3 | $251K | Hold |
4,850
| – | – | 0.14% | 82 |
|
|
2021
Q2 | $248K | Buy |
+4,850
| New | +$248K | 0.14% | 85 |
|