Personal CFO Solutions’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 | $381K | Sell |
4,185
-2,935
| -41% | -$267K | 0.07% | 267 |
|
|
2025
Q1 | $597K | Buy |
7,120
+210
| +3% | +$17.6K | 0.12% | 183 |
|
|
2024
Q4 | $531K | Buy |
6,910
+2,263
| +49% | +$174K | 0.1% | 194 |
|
|
2024
Q3 | $334K | Sell |
4,647
-4,883
| -51% | -$351K | 0.05% | 378 |
|
|
2024
Q2 | $571K | Buy |
9,530
+249
| +3% | +$14.9K | 0.09% | 227 |
|
|
2024
Q1 | $535K | Buy |
9,281
+4,059
| +78% | +$234K | 0.08% | 235 |
|
|
2023
Q4 | $272K | Buy |
5,222
+497
| +11% | +$25.9K | 0.05% | 399 |
|
|
2023
Q3 | $202K | Buy |
+4,725
| New | +$202K | 0.04% | 435 |
|
|
2023
Q2 | – | Sell |
-9,761
| Closed | -$444K | – | 478 |
|
|
2023
Q1 | $444K | Buy |
9,761
+4,266
| +78% | +$194K | 0.09% | 216 |
|
|
2022
Q4 | $250K | Buy |
+5,495
| New | +$250K | 0.05% | 354 |
|