Van Hulzen Asset 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
Q2 | $1.49M | Buy |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $1.25M | Hold |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $631K | Hold |
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|
2023
Q2 | $659K | Hold |
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|
2023
Q1 | $673K | Hold |
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|
2022
Q4 | $674K | Hold |
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|
2022
Q3 | $570K | Hold |
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|
2022
Q2 | $617K | Hold |
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|
2022
Q1 | $735K | Hold |
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|
2021
Q4 | $860K | Hold |
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|
2021
Q3 | $767K | Hold |
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|
2021
Q2 | $758K | Sell |
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|
2021
Q1 | $722K | Hold |
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|
2020
Q4 | $648K | Hold |
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|
2020
Q3 | $524K | Hold |
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|
2020
Q2 | $590K | Buy |
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|
2020
Q1 | $496K | Buy |
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|
2019
Q4 | $732K | Hold |
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|
2019
Q3 | $657K | Sell |
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|
2019
Q2 | $642K | Hold |
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|
2019
Q1 | $734K | Hold |
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|
2018
Q4 | $685K | Buy |
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|
2018
Q3 | $741K | Hold |
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|
2018
Q2 | $784K | Hold |
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|
2018
Q1 | $749K | Sell |
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|
2017
Q4 | $824K | Hold |
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|
2017
Q3 | $811K | Sell |
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|
2017
Q2 | $3.87M | Buy |
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|
2017
Q1 | $2.97M | Buy |
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|
2016
Q4 | $1.07M | Buy |
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|
2016
Q3 | $841K | Buy |
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|
2016
Q2 | $765K | Buy |
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|
2016
Q1 | $607K | Buy |
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|
2015
Q4 | $510K | Buy |
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|
2015
Q3 | $277K | Sell |
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|
2015
Q2 | $561K | Sell |
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|
2015
Q1 | $572K | Sell |
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|
2014
Q4 | $586K | Sell |
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|
2014
Q3 | $572K | Sell |
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|
2014
Q2 | $1.68M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.16M | Buy |
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