Wilkins Investment Counsel’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 | $1.69M | Sell |
18,600
-100
| -0.5% | -$9.11K | 0.24% | 63 |
|
|
2025
Q1 | $1.57M | Hold |
18,700
| – | – | 0.22% | 63 |
|
|
2024
Q4 | $1.44M | Hold |
18,700
| – | – | 0.21% | 68 |
|
|
2024
Q3 | $1.34M | Hold |
18,700
| – | – | 0.19% | 70 |
|
|
2024
Q2 | $1.12M | Buy |
18,700
+1,200
| +7% | +$71.9K | 0.17% | 71 |
|
|
2024
Q1 | $1.01M | Buy |
+17,500
| New | +$1.01M | 0.15% | 78 |
|