Accurate 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 | $622K | Buy |
6,643
+261
| +4% | +$24.4K | 0.1% | 221 |
|
|
2025
Q1 | $496K | Buy |
6,382
+891
| +16% | +$69.2K | 0.09% | 210 |
|
|
2024
Q4 | $414K | Buy |
5,491
+393
| +8% | +$29.7K | 0.08% | 229 |
|
|
2024
Q3 | $389K | Sell |
5,098
-235
| -4% | -$17.9K | 0.08% | 240 |
|
|
2024
Q2 | $350K | Buy |
5,333
+185
| +4% | +$12.2K | 0.08% | 216 |
|
|
2024
Q1 | $290K | Sell |
5,148
-47
| -0.9% | -$2.65K | 0.08% | 220 |
|
|
2023
Q4 | $274K | Sell |
5,195
-374
| -7% | -$19.7K | 0.09% | 212 |
|
|
2023
Q3 | $242K | Buy |
+5,569
| New | +$242K | 0.08% | 226 |
|
|
2023
Q1 | – | Sell |
-3,574
| Closed | -$172K | – | 377 |
|
|
2022
Q4 | $172K | Buy |
+3,574
| New | +$172K | 0.06% | 229 |
|