Tortoise Investment Management’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 | $105K | Buy |
1,148
+973
| +556% | +$88.7K | 0.01% | 290 |
|
|
2025
Q1 | $14.7K | Hold |
175
| – | – | ﹤0.01% | 537 |
|
|
2024
Q4 | $13.4K | Hold |
175
| – | – | ﹤0.01% | 592 |
|
|
2024
Q3 | $12.6K | Hold |
175
| – | – | ﹤0.01% | 610 |
|
|
2024
Q2 | $10.5K | Hold |
175
| – | – | ﹤0.01% | 620 |
|
|
2024
Q1 | $10.1K | Hold |
175
| – | – | ﹤0.01% | 624 |
|
|
2023
Q4 | $9.11K | Hold |
175
| – | – | ﹤0.01% | 587 |
|
|
2023
Q3 | $7.46K | Hold |
175
| – | – | ﹤0.01% | 592 |
|
|
2023
Q2 | $7.79K | Hold |
175
| – | – | ﹤0.01% | 587 |
|
|
2023
Q1 | $7.95K | Hold |
175
| – | – | ﹤0.01% | 574 |
|
|
2022
Q4 | $7.97K | Hold |
175
| – | – | ﹤0.01% | 561 |
|
|
2022
Q3 | $7K | Hold |
175
| – | – | ﹤0.01% | 566 |
|
|
2022
Q2 | $7K | Hold |
175
| – | – | ﹤0.01% | 550 |
|
|
2022
Q1 | $9K | Hold |
175
| – | – | ﹤0.01% | 504 |
|
|
2021
Q4 | $10K | Hold |
175
| – | – | ﹤0.01% | 478 |
|
|
2021
Q3 | $9K | Hold |
175
| – | – | ﹤0.01% | 475 |
|
|
2021
Q2 | $9K | Hold |
175
| – | – | ﹤0.01% | 469 |
|
|
2021
Q1 | $8K | Buy |
+175
| New | +$8K | ﹤0.01% | 460 |
|
|
2013
Q4 | – | Sell |
-60
| Closed | -$2K | – | 322 |
|
|
2013
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 291 |
|
|
2013
Q2 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 314 |
|