Pinnacle Wealth Management Advisory 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 | $369K | Sell |
4,052
-132
| -3% | -$12K | 0.03% | 269 |
|
2025
Q1 | $351K | Buy |
4,184
+95
| +2% | +$7.97K | 0.03% | 260 |
|
2024
Q4 | $314K | Sell |
4,089
-22
| -0.5% | -$1.69K | 0.03% | 276 |
|
2024
Q3 | $295K | Sell |
4,111
-213
| -5% | -$15.3K | 0.03% | 284 |
|
2024
Q2 | $259K | Buy |
4,324
+100
| +2% | +$5.99K | 0.03% | 291 |
|
2024
Q1 | $243K | Sell |
4,224
-23
| -0.5% | -$1.33K | 0.03% | 301 |
|
2023
Q4 | $221K | Buy |
+4,247
| New | +$221K | 0.03% | 301 |
|
2023
Q2 | – | Sell |
-4,477
| Closed | -$203K | – | 334 |
|
2023
Q1 | $203K | Buy |
+4,477
| New | +$203K | 0.03% | 301 |
|