NewEdge 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 | $46.8M | Buy |
513,123
+26,607
| +5% | +$2.42M | 0.24% | 84 |
|
|
2025
Q1 | $40.8M | Buy |
486,516
+53,314
| +12% | +$4.47M | 0.24% | 93 |
|
|
2024
Q4 | $33.3M | Buy |
433,202
+407,054
| +1,557% | +$31.3M | 0.2% | 108 |
|
|
2024
Q3 | $1.88M | Sell |
26,148
-2,448
| -9% | -$176K | 0.01% | 820 |
|
|
2024
Q2 | $1.71M | Buy |
28,596
+11,457
| +67% | +$686K | 0.01% | 824 |
|
|
2024
Q1 | $988K | Buy |
17,139
+95
| +0.6% | +$5.47K | 0.01% | 1006 |
|
|
2023
Q4 | $887K | Sell |
17,044
-308
| -2% | -$16K | 0.01% | 995 |
|
|
2023
Q3 | $740K | Buy |
17,352
+1,640
| +10% | +$69.9K | 0.01% | 1000 |
|
|
2023
Q2 | $700K | Sell |
15,712
-143
| -0.9% | -$6.37K | 0.01% | 1029 |
|
|
2023
Q1 | $720K | Sell |
15,855
-1,353
| -8% | -$61.5K | 0.01% | 942 |
|
|
2022
Q4 | $88.9K | Buy |
17,208
+1,691
| +11% | +$8.74K | ﹤0.01% | 1482 |
|
|
2022
Q3 | $598K | Buy |
15,517
+415
| +3% | +$16K | 0.01% | 879 |
|
|
2022
Q2 | $630K | Buy |
15,102
+455
| +3% | +$19K | 0.01% | 878 |
|
|
2022
Q1 | $727K | Sell |
14,647
-406
| -3% | -$20.2K | 0.01% | 737 |
|
|
2021
Q4 | $874K | Buy |
15,053
+389
| +3% | +$22.6K | 0.01% | 798 |
|
|
2021
Q3 | $760K | Sell |
14,664
-103
| -0.7% | -$5.34K | 0.02% | 620 |
|
|
2021
Q2 | $756K | Buy |
14,767
+1,083
| +8% | +$55.4K | 0.02% | 602 |
|
|
2021
Q1 | $647K | Buy |
13,684
+2,983
| +28% | +$141K | 0.02% | 594 |
|
|
2020
Q4 | $454K | Sell |
10,701
-5,203
| -33% | -$221K | 0.01% | 647 |
|
|
2020
Q3 | $546K | Sell |
15,904
-771
| -5% | -$26.5K | 0.02% | 546 |
|
|
2020
Q2 | $644K | Sell |
16,675
-9,885
| -37% | -$382K | 0.03% | 474 |
|
|
2020
Q1 | $895K | Buy |
26,560
+9,292
| +54% | +$313K | 0.04% | 332 |
|
|
2019
Q4 | $869K | Sell |
17,268
-166
| -1% | -$8.35K | 0.03% | 386 |
|
|
2019
Q3 | $788K | Sell |
17,434
-369
| -2% | -$16.7K | 0.04% | 384 |
|
|
2019
Q2 | $786K | Buy |
17,803
+792
| +5% | +$35K | 0.05% | 309 |
|
|
2019
Q1 | $858K | Sell |
17,011
-4,562
| -21% | -$230K | 0.06% | 295 |
|
|
2018
Q4 | $1.02K | Buy |
21,573
+2,592
| +14% | +$122 | 0.07% | 253 |
|
|
2018
Q3 | $968K | Buy |
18,981
+3,455
| +22% | +$176K | 0.07% | 238 |
|
|
2018
Q2 | $840 | Buy |
15,526
+1,233
| +9% | +$67 | 0.08% | 225 |
|
|
2018
Q1 | $717K | Buy |
14,293
+2,411
| +20% | +$121K | 0.08% | 226 |
|
|
2017
Q4 | $654K | Buy |
11,882
+6,352
| +115% | +$350K | 0.09% | 207 |
|
|
2017
Q3 | $300K | Buy |
5,530
+1,034
| +23% | +$56.1K | 0.05% | 279 |
|
|
2017
Q2 | $233K | Buy |
+4,496
| New | +$233K | 0.04% | 291 |
|