Accurate Wealth 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
Q4 | $892K | Buy |
|
|||||
|
2025
Q3 | $742K | Buy |
|
|||||
|
2025
Q2 | $622K | Buy |
|
|||||
|
2025
Q1 | $496K | Buy |
|
|||||
|
2024
Q4 | $414K | Buy |
|
|||||
|
2024
Q3 | $389K | Sell |
|
|||||
|
2024
Q2 | $350K | Buy |
|
|||||
|
2024
Q1 | $290K | Sell |
|
|||||
|
2023
Q4 | $274K | Sell |
|
|||||
|
2023
Q3 | $242K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $172K | Buy |
|