Wilson & Boucher 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 | $454K | Sell |
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|
2025
Q2 | $389K | Hold |
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|
2025
Q1 | $358K | Sell |
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|
2024
Q4 | $343K | Sell |
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|
2024
Q3 | $328K | Hold |
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|
2024
Q2 | $273K | Sell |
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|
2024
Q1 | $270K | Sell |
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|
2023
Q4 | $353K | Sell |
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|
2023
Q3 | $298K | Sell |
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|
2023
Q2 | $331K | Sell |
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|
2023
Q1 | $370K | Hold |
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|
2022
Q4 | $371K | Sell |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $383K | Sell |
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|
2022
Q1 | $483K | Buy |
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|
2021
Q4 | $500K | Buy |
|