Wellington Shields Capital 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
Q3 | $191K | Sell |
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|
2025
Q2 | $228K | Hold |
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|
2025
Q1 | $210K | Hold |
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|
2024
Q4 | $192K | Hold |
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|
2024
Q3 | $180K | Hold |
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|
2024
Q2 | $150K | Hold |
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|
2024
Q1 | $144K | Hold |
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|
2023
Q4 | $130K | Hold |
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|
2023
Q3 | $107K | Hold |
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|
2023
Q2 | $111K | Sell |
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|
2023
Q1 | $204K | Hold |
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|
2022
Q4 | $205K | Sell |
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|
2022
Q3 | $289K | Hold |
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|
2022
Q2 | $313K | Hold |
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|
2022
Q1 | $372K | Hold |
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|
2021
Q4 | $436K | Hold |
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|
2021
Q3 | $389K | Sell |
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|
2021
Q2 | $435K | Buy |
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|
2021
Q1 | $355K | Hold |
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|
2020
Q4 | $318K | Hold |
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|
2020
Q3 | $258K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $226K | Sell |
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|
2019
Q3 | $458K | Hold |
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|
2019
Q2 | $447K | Hold |
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|
2019
Q1 | $511K | Sell |
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|
2018
Q4 | $484K | Buy |
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|
2018
Q3 | $517K | Hold |
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|
2018
Q2 | $546K | Sell |
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|
2018
Q1 | $543K | Buy |
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|
2017
Q4 | $384K | Hold |
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|
2017
Q3 | $378K | Hold |
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|
2017
Q2 | $364K | Hold |
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|
2017
Q1 | $337K | Hold |
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|
2016
Q4 | $338K | Sell |
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|
2016
Q3 | $1.15M | Buy |
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|
2016
Q2 | $1.12M | Buy |
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|
2016
Q1 | $1.02M | Buy |
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|
2015
Q4 | $1.12M | Buy |
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|
2015
Q3 | $1M | Buy |
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|
2015
Q2 | $384K | Buy |
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|
2015
Q1 | $297K | Buy |
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|
2014
Q4 | $289K | Hold |
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|
2014
Q3 | $276K | Hold |
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|
2014
Q2 | $267K | Hold |
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|
2014
Q1 | $252K | Hold |
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|
2013
Q4 | $249K | Hold |
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|
2013
Q3 | $215K | Buy |
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