Shulman DeMeo Asset Management’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
Q3 | $764K | Buy |
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|
2025
Q2 | $636K | Buy |
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|
2025
Q1 | $582K | Buy |
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|
2024
Q4 | $531K | Buy |
|
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|
2024
Q3 | $493K | Buy |
|
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|
2024
Q2 | $408K | Sell |
|
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|
2024
Q1 | $397K | Sell |
|
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|
2023
Q4 | $361K | Buy |
|
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|
2023
Q3 | $292K | Sell |
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|
2023
Q2 | $336K | Buy |
|
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|
2023
Q1 | $340K | Buy |
|
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|
2022
Q4 | $339K | Sell |
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|
2022
Q3 | $289K | Hold |
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|
2022
Q2 | $313K | Buy |
|
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|
2022
Q1 | $370K | Buy |
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|
2021
Q4 | $416K | Buy |
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|
2021
Q3 | $358K | Buy |
|