Stockman Wealth 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 | $300K | Hold |
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|
2025
Q2 | $251K | Hold |
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|
2025
Q1 | $231K | Hold |
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|
2024
Q4 | $211K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $4.17M | Sell |
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|
2018
Q4 | $4.15M | Buy |
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|
2018
Q3 | $3.93M | Buy |
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|
2018
Q2 | $4.11M | Buy |
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|
2018
Q1 | $3.9M | Buy |
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|
2017
Q4 | $3.94M | Buy |
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|
2017
Q3 | $3.88M | Buy |
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|
2017
Q2 | $851K | Sell |
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|
2017
Q1 | $3.11M | Buy |
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|
2016
Q4 | $2.86M | Buy |
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|
2016
Q3 | $2.35M | Buy |
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|
2016
Q2 | $2.23M | Buy |
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|
2016
Q1 | $1.94M | Buy |
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|
2015
Q4 | $2.02M | Buy |
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|
2015
Q3 | $1.82M | Buy |
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|
2015
Q2 | $1.88M | Buy |
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|
2015
Q1 | $1.76M | Sell |
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|
2014
Q4 | $1.79M | Buy |
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