Wilson & Boucher Capital Management’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 | $389K | Hold |
4,265
| – | – | 0.27% | 83 |
|
|
2025
Q1 | $358K | Sell |
4,265
-200
| -4% | -$16.8K | 0.27% | 87 |
|
|
2024
Q4 | $343K | Sell |
4,465
-100
| -2% | -$7.68K | 0.24% | 88 |
|
|
2024
Q3 | $328K | Hold |
4,565
| – | – | 0.23% | 91 |
|
|
2024
Q2 | $273K | Sell |
4,565
-125
| -3% | -$7.49K | 0.21% | 96 |
|
|
2024
Q1 | $270K | Sell |
4,690
-2,100
| -31% | -$121K | 0.21% | 100 |
|
|
2023
Q4 | $353K | Sell |
6,790
-200
| -3% | -$10.4K | 0.3% | 81 |
|
|
2023
Q3 | $298K | Sell |
6,990
-450
| -6% | -$19.2K | 0.28% | 82 |
|
|
2023
Q2 | $331K | Sell |
7,440
-700
| -9% | -$31.2K | 0.3% | 79 |
|
|
2023
Q1 | $370K | Hold |
8,140
| – | – | 0.36% | 75 |
|
|
2022
Q4 | $371K | Sell |
8,140
-450
| -5% | -$20.5K | 0.38% | 71 |
|
|
2022
Q3 | $331K | Sell |
8,590
-600
| -7% | -$23.1K | 0.39% | 73 |
|
|
2022
Q2 | $383K | Sell |
9,190
-550
| -6% | -$22.9K | 0.42% | 74 |
|
|
2022
Q1 | $483K | Buy |
9,740
+1,125
| +13% | +$55.8K | 0.44% | 68 |
|
|
2021
Q4 | $500K | Buy |
+8,615
| New | +$500K | 0.45% | 65 |
|