Wellington Shields & Co’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 | $516K | Hold |
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|
2025
Q2 | $432K | Hold |
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|
2025
Q1 | $398K | Hold |
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|
2024
Q4 | $364K | Hold |
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|
2024
Q3 | $341K | Hold |
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|
2024
Q2 | $284K | Buy |
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|
2024
Q1 | $271K | Hold |
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|
2023
Q4 | $245K | Hold |
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|
2023
Q3 | $200K | Hold |
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|
2023
Q2 | $209K | Buy |
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|
2023
Q1 | $123K | Hold |
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|
2022
Q4 | $123K | Hold |
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|
2022
Q3 | $104K | Hold |
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|
2022
Q2 | $113K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $203K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $210K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $214K | Hold |
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|
2015
Q1 | $205K | Hold |
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|
2014
Q4 | $207K | Sell |
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|
2014
Q3 | $217K | Buy |
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