Welch Group’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 | $1.54M | Hold |
16,936
| – | – | 0.06% | 85 |
|
|
2025
Q1 | $1.4M | Hold |
16,936
| – | – | 0.06% | 86 |
|
|
2024
Q4 | $1.31M | Hold |
16,936
| – | – | 0.06% | 90 |
|
|
2024
Q3 | $1.22M | Hold |
16,936
| – | – | 0.05% | 89 |
|
|
2024
Q2 | $1.01M | Buy |
16,936
+11,600
| +217% | +$695K | 0.05% | 98 |
|
|
2024
Q1 | $307K | Hold |
5,336
| – | – | 0.02% | 175 |
|
|
2023
Q4 | $278K | Buy |
+5,336
| New | +$278K | 0.02% | 183 |
|
|
2022
Q2 | – | Sell |
-4,336
| Closed | -$215K | – | 206 |
|
|
2022
Q1 | $215K | Hold |
4,336
| – | – | 0.01% | 199 |
|
|
2021
Q4 | $252K | Hold |
4,336
| – | – | 0.01% | 186 |
|
|
2021
Q3 | $225K | Hold |
4,336
| – | – | 0.02% | 168 |
|
|
2021
Q2 | $222K | Buy |
+4,336
| New | +$222K | 0.02% | 173 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$101K | – | 156 |
|
|
2019
Q4 | $101K | Buy |
+2,000
| New | +$101K | 0.01% | 155 |
|