Tiemann Investment Advisors’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 | $318K | Buy |
3,492
+100
| +3% | +$9.11K | 0.13% | 131 |
|
|
2025
Q1 | $284K | Sell |
3,392
-260
| -7% | -$21.8K | 0.13% | 134 |
|
|
2024
Q4 | $281K | Hold |
3,652
| – | – | 0.12% | 146 |
|
|
2024
Q3 | $262K | Sell |
3,652
-400
| -10% | -$28.7K | 0.11% | 159 |
|
|
2024
Q2 | $243K | Buy |
4,052
+250
| +7% | +$15K | 0.11% | 159 |
|
|
2024
Q1 | $219K | Buy |
+3,802
| New | +$219K | 0.1% | 181 |
|
|
2022
Q1 | – | Sell |
-3,452
| Closed | -$200K | – | 211 |
|
|
2021
Q4 | $200K | Buy |
+3,452
| New | +$200K | 0.08% | 226 |
|
|
2019
Q3 | – | Sell |
-4,399
| Closed | -$194K | – | 182 |
|
|
2019
Q2 | $194K | Sell |
4,399
-100
| -2% | -$4.41K | 0.14% | 185 |
|
|
2019
Q1 | $227K | Hold |
4,499
| – | – | 0.17% | 155 |
|
|
2018
Q4 | $212K | Buy |
4,499
+599
| +15% | +$28.2K | 0.19% | 150 |
|
|
2018
Q3 | $199K | Sell |
3,900
-225
| -5% | -$11.5K | 0.15% | 175 |
|
|
2018
Q2 | $222K | Hold |
4,125
| – | – | 0.18% | 155 |
|
|
2018
Q1 | $213K | Sell |
4,125
-150
| -4% | -$7.75K | 0.17% | 164 |
|
|
2017
Q4 | $230K | Hold |
4,275
| – | – | 0.18% | 153 |
|
|
2017
Q3 | $227K | Buy |
4,275
+350
| +9% | +$18.6K | 0.19% | 151 |
|
|
2017
Q2 | $200K | Sell |
3,925
-150
| -4% | -$7.64K | 0.18% | 160 |
|
|
2017
Q1 | $192K | Buy |
+4,075
| New | +$192K | 0.18% | 161 |
|