1900 Wealth 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 | $365K | Buy |
4,005
+3
| +0.1% | +$273 | 0.03% | 173 |
|
|
2025
Q1 | $336K | Buy |
4,002
+2
| +0.1% | +$168 | 0.03% | 174 |
|
|
2024
Q4 | $307K | Hold |
4,000
| – | – | 0.03% | 190 |
|
|
2024
Q3 | $287K | Hold |
4,000
| – | – | 0.02% | 193 |
|
|
2024
Q2 | $240K | Hold |
4,000
| – | – | 0.02% | 204 |
|
|
2024
Q1 | $230K | Sell |
4,000
-460
| -10% | -$26.5K | 0.02% | 224 |
|
|
2023
Q4 | $232K | Buy |
+4,460
| New | +$232K | 0.02% | 272 |
|
|
2022
Q1 | – | Sell |
-4,000
| Closed | -$232K | – | 239 |
|
|
2021
Q4 | $232K | Hold |
4,000
| – | – | 0.02% | 221 |
|
|
2021
Q3 | $207K | Hold |
4,000
| – | – | 0.02% | 209 |
|
|
2021
Q2 | $205K | Buy |
+4,000
| New | +$205K | 0.02% | 208 |
|