Number of Shares
274,860.00
Current Holdings Value*
$25.04 Mil
% of Portfolio
4.63%
Total Estimate Gain
$13.45 Mil
% of Total Estimate Gain
97.58%

Matthew Goff Investment Advisor, LLC's Bank of New York Mellon Corp Holding Summary

As of 2025-06-30, Matthew Goff Investment Advisor, LLC held 274,860.00 shares of Bank of New York Mellon Corp(BK), totaling $25.04 Mil. This investment constitutes 4.63% of their stock portfolio, and Matthew Goff Investment Advisor, LLC now holds 0.04% of the outstanding Bank of New York Mellon Corp(BK) stock.

The initial trade took place in 2018Q2. And since then Matthew Goff Investment Advisor, LLC has made 19 purchases of BK, at an average price of $47.39, for a total of 290,943.00 shares. In addition, there have been 10 sales at an average price of $65.94 for 16,083.00 shares. Based on historical transaction data and BK's current price of $95.25, Matthew Goff Investment Advisor, LLC's estimated gain on his BK holdings is $13.45 Mil, reflecting a 97.58% gain to date.

Matthew Goff Investment Advisor, LLC BK ($95.25) Holding Chart

Matthew Goff Investment Advisor, LLC BK ($95.25) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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