Richard W. Paul & Associates’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 | $498K | Sell |
5,468
-715
| -12% | -$65.1K | 0.18% | 114 |
|
|
2025
Q1 | $519K | Sell |
6,183
-46
| -0.7% | -$3.86K | 0.2% | 110 |
|
|
2024
Q4 | $479K | Sell |
6,229
-289
| -4% | -$22.2K | 0.17% | 122 |
|
|
2024
Q3 | $468K | Sell |
6,518
-160
| -2% | -$11.5K | 0.17% | 124 |
|
|
2024
Q2 | $400K | Sell |
6,678
-67
| -1% | -$4.01K | 0.15% | 130 |
|
|
2024
Q1 | $389K | Sell |
6,745
-266
| -4% | -$15.3K | 0.16% | 134 |
|
|
2023
Q4 | $365K | Sell |
7,011
-188
| -3% | -$9.79K | 0.15% | 131 |
|
|
2023
Q3 | $307K | Sell |
7,199
-250
| -3% | -$10.7K | 0.14% | 135 |
|
|
2023
Q2 | $332K | Sell |
7,449
-46
| -0.6% | -$2.05K | 0.14% | 145 |
|
|
2023
Q1 | $341K | Buy |
7,495
+188
| +3% | +$8.54K | 0.16% | 141 |
|
|
2022
Q4 | $333K | Buy |
+7,307
| New | +$333K | 0.17% | 135 |
|