Pinnacle Wealth Planning Services’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 | $680K | Buy |
7,461
+1,555
| +26% | +$142K | 0.09% | 141 |
|
|
2025
Q1 | $495K | Buy |
5,906
+136
| +2% | +$11.4K | 0.07% | 167 |
|
|
2024
Q4 | $443K | Sell |
5,770
-1,776
| -24% | -$136K | 0.07% | 173 |
|
|
2024
Q3 | $542K | Sell |
7,546
-72
| -0.9% | -$5.17K | 0.07% | 178 |
|
|
2024
Q2 | $456K | Buy |
7,618
+45
| +0.6% | +$2.7K | 0.07% | 200 |
|
|
2024
Q1 | $436K | Buy |
7,573
+130
| +2% | +$7.49K | 0.06% | 213 |
|
|
2023
Q4 | $387K | Sell |
7,443
-130
| -2% | -$6.77K | 0.06% | 213 |
|
|
2023
Q3 | $323K | Sell |
7,573
-4
| -0.1% | -$171 | 0.05% | 240 |
|
|
2023
Q2 | $337K | Sell |
7,577
-454
| -6% | -$20.2K | 0.05% | 239 |
|
|
2023
Q1 | $365K | Sell |
8,031
-4
| -0% | -$182 | 0.06% | 230 |
|
|
2022
Q4 | $366K | Buy |
+8,035
| New | +$366K | 0.07% | 219 |
|
|
2022
Q3 | – | Sell |
-5,315
| Closed | -$222K | – | 406 |
|
|
2022
Q2 | $222K | Buy |
+5,315
| New | +$222K | 0.04% | 314 |
|
|
2022
Q1 | – | Sell |
-5,874
| Closed | -$341K | – | 431 |
|
|
2021
Q4 | $341K | Buy |
+5,874
| New | +$341K | 0.07% | 234 |
|
|
2021
Q1 | – | Sell |
-425
| Closed | -$18K | – | 539 |
|
|
2020
Q4 | $18K | Buy |
+425
| New | +$18K | ﹤0.01% | 1183 |
|