AE 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
Q2 | $1.77M | Buy |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.22M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $879K | Sell |
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|
2023
Q4 | $3.27M | Buy |
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|
2023
Q3 | $2.09M | Buy |
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|
2023
Q2 | $2.15M | Buy |
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|
2023
Q1 | $1.98M | Sell |
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|
2022
Q4 | $2.58M | Buy |
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|
2022
Q3 | $1.52M | Sell |
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|
2022
Q2 | $2.05M | Buy |
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|
2022
Q1 | $2.36M | Buy |
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|
2021
Q4 | $2.65M | Buy |
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|
2021
Q3 | $2.18M | Buy |
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|
2021
Q2 | $2.08M | Buy |
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|
2021
Q1 | $1.77M | Buy |
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|
2020
Q4 | $1.3M | Sell |
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|
2020
Q3 | $1.14M | Sell |
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|
2020
Q2 | $2.26M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.33M | Buy |
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|
2019
Q3 | $1.14M | Sell |
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|
2019
Q2 | $1.15M | Buy |
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