Addison Advisors’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
Q2
$117K Buy
2025
Q1
$94.9K Buy
2024
Q4
$77.7K Hold
2024
Q3
$72.7K Buy
2024
Q2
$52.6K Hold
2024
Q1
$50.6K Hold
2023
Q4
$45.8K Hold
2023
Q3
$37.5K Buy
2023
Q2
$5.57K Hold
2023
Q1
$5.68K Hold
2022
Q4
$5.69K Sell
2022
Q3
$18K Buy
2022
Q2
$15K Hold
2022
Q1
$17K Buy