William B. Walkup & Associates’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
$1.39M Buy
15,239
+90
+0.6% +$8.2K 0.82% 34
2025
Q1
$1.27M Buy
15,149
+441
+3% +$37K 0.77% 34
2024
Q4
$1.13M Sell
14,708
-8
-0.1% -$615 0.72% 37
2024
Q3
$1.06M Buy
14,716
+55
+0.4% +$3.95K 0.65% 42
2024
Q2
$878K Buy
+14,661
New +$878K 0.58% 43