Richard W. Paul & Associates’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Sell |
|
|||||
|
2025
Q1 | $519K | Sell |
|
|||||
|
2024
Q4 | $479K | Sell |
|
|||||
|
2024
Q3 | $468K | Sell |
|
|||||
|
2024
Q2 | $400K | Sell |
|
|||||
|
2024
Q1 | $389K | Sell |
|
|||||
|
2023
Q4 | $365K | Sell |
|
|||||
|
2023
Q3 | $307K | Sell |
|
|||||
|
2023
Q2 | $332K | Sell |
|
|||||
|
2023
Q1 | $341K | Buy |
|
|||||
|
2022
Q4 | $333K | Buy |
|