Stephenson & Company’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 | $366K | Hold |
4,020
| – | – | 0.22% | 22 |
|
|
2025
Q1 | $337K | Hold |
4,020
| – | – | 0.22% | 21 |
|
|
2024
Q4 | $309K | Hold |
4,020
| – | – | 0.21% | 25 |
|
|
2024
Q3 | $289K | Hold |
4,020
| – | – | 0.2% | 29 |
|
|
2024
Q2 | $241K | Hold |
4,020
| – | – | 0.18% | 30 |
|
|
2024
Q1 | $232K | Sell |
4,020
-8
| -0.2% | -$461 | 0.17% | 33 |
|
|
2023
Q4 | $210K | Buy |
+4,028
| New | +$210K | 0.18% | 35 |
|