Stolper & Co’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 | $7.27M | Sell |
79,758
-1,330
| -2% | -$121K | 2.39% | 15 |
|
|
2025
Q1 | $6.8M | Sell |
81,088
-447
| -0.5% | -$37.5K | 2.23% | 16 |
|
|
2024
Q4 | $6.26M | Buy |
81,535
+430
| +0.5% | +$33K | 2.09% | 20 |
|
|
2024
Q3 | $5.83M | Buy |
81,105
+54
| +0.1% | +$3.88K | 1.91% | 22 |
|
|
2024
Q2 | $4.85M | Buy |
81,051
+2,510
| +3% | +$150K | 1.71% | 25 |
|
|
2024
Q1 | $4.53M | Buy |
78,541
+496
| +0.6% | +$28.6K | 1.63% | 27 |
|
|
2023
Q4 | $4.06M | Buy |
78,045
+712
| +0.9% | +$37.1K | 1.64% | 27 |
|
|
2023
Q3 | $3.3M | Buy |
77,333
+399
| +0.5% | +$17K | 1.43% | 27 |
|
|
2023
Q2 | $3.43M | Buy |
76,934
+82
| +0.1% | +$3.65K | 1.44% | 27 |
|
|
2023
Q1 | $3.49M | Buy |
76,852
+286
| +0.4% | +$13K | 1.5% | 26 |
|
|
2022
Q4 | $3.49M | Buy |
76,566
+8,765
| +13% | +$399K | 1.53% | 26 |
|
|
2022
Q3 | $2.61M | Buy |
67,801
+956
| +1% | +$36.8K | 1.29% | 28 |
|
|
2022
Q2 | $2.79M | Buy |
66,845
+227
| +0.3% | +$9.47K | 1.31% | 26 |
|
|
2022
Q1 | $3.31M | Buy |
66,618
+485
| +0.7% | +$24.1K | 1.4% | 25 |
|
|
2021
Q4 | $3.84M | Buy |
66,133
+132
| +0.2% | +$7.67K | 1.71% | 24 |
|
|
2021
Q3 | $3.42M | Sell |
66,001
-261
| -0.4% | -$13.5K | 1.64% | 24 |
|
|
2021
Q2 | $3.4M | Buy |
66,262
+670
| +1% | +$34.3K | 1.6% | 27 |
|
|
2021
Q1 | $3.1M | Buy |
65,592
+3,812
| +6% | +$180K | 1.6% | 27 |
|
|
2020
Q4 | $2.62M | Sell |
61,780
-102
| -0.2% | -$4.33K | 1.47% | 26 |
|
|
2020
Q3 | $2.13M | Sell |
61,882
-409
| -0.7% | -$14K | 1.37% | 24 |
|
|
2020
Q2 | $2.41M | Sell |
62,291
-967
| -2% | -$37.4K | 1.57% | 23 |
|
|
2020
Q1 | $2.13M | Buy |
+63,258
| New | +$2.13M | 1.53% | 24 |
|