O'Brien Greene & Co’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 | $400K | Hold |
4,391
| – | – | 0.13% | 91 |
|
|
2025
Q1 | $368K | Hold |
4,391
| – | – | 0.12% | 96 |
|
|
2024
Q4 | $337K | Hold |
4,391
| – | – | 0.11% | 105 |
|
|
2024
Q3 | $316K | Hold |
4,391
| – | – | 0.1% | 111 |
|
|
2024
Q2 | $263K | Hold |
4,391
| – | – | 0.08% | 119 |
|
|
2024
Q1 | $253K | Hold |
4,391
| – | – | 0.08% | 118 |
|
|
2023
Q4 | $229K | Buy |
+4,391
| New | +$229K | 0.08% | 121 |
|
|
2023
Q2 | – | Sell |
-4,406
| Closed | -$200K | – | 123 |
|
|
2023
Q1 | $200K | Hold |
4,406
| – | – | 0.07% | 120 |
|
|
2022
Q4 | $201K | Buy |
+4,406
| New | +$201K | 0.08% | 123 |
|
|
2022
Q2 | – | Sell |
-4,406
| Closed | -$219K | – | 132 |
|
|
2022
Q1 | $219K | Hold |
4,406
| – | – | 0.07% | 126 |
|
|
2021
Q4 | $256K | Hold |
4,406
| – | – | 0.08% | 125 |
|
|
2021
Q3 | $228K | Hold |
4,406
| – | – | 0.08% | 123 |
|
|
2021
Q2 | $226K | Hold |
4,406
| – | – | 0.08% | 128 |
|
|
2021
Q1 | $208K | Buy |
+4,406
| New | +$208K | 0.08% | 125 |
|