AE 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 | $1.77M | Buy |
19,414
+2,066
| +12% | +$188K | 0.01% | 561 |
|
|
2025
Q1 | $1.45M | Sell |
17,348
-395
| -2% | -$33.1K | 0.01% | 615 |
|
|
2024
Q4 | $1.36M | Buy |
17,743
+825
| +5% | +$63.4K | 0.01% | 634 |
|
|
2024
Q3 | $1.22M | Buy |
16,918
+126
| +0.8% | +$9.05K | 0.01% | 656 |
|
|
2024
Q2 | $1.01M | Buy |
16,792
+1,535
| +10% | +$91.9K | 0.01% | 699 |
|
|
2024
Q1 | $879K | Sell |
15,257
-43,859
| -74% | -$2.53M | 0.01% | 680 |
|
|
2023
Q4 | $3.27M | Buy |
59,116
+10,047
| +20% | +$556K | 0.02% | 728 |
|
|
2023
Q3 | $2.09M | Buy |
49,069
+813
| +2% | +$34.7K | 0.01% | 835 |
|
|
2023
Q2 | $2.15M | Buy |
48,256
+4,660
| +11% | +$207K | 0.01% | 824 |
|
|
2023
Q1 | $1.98M | Sell |
43,596
-13,075
| -23% | -$594K | 0.01% | 803 |
|
|
2022
Q4 | $2.58M | Buy |
56,671
+17,244
| +44% | +$785K | 0.02% | 658 |
|
|
2022
Q3 | $1.52M | Sell |
39,427
-9,805
| -20% | -$378K | 0.01% | 792 |
|
|
2022
Q2 | $2.05M | Buy |
49,232
+1,599
| +3% | +$66.7K | 0.02% | 663 |
|
|
2022
Q1 | $2.36M | Buy |
47,633
+2,098
| +5% | +$104K | 0.02% | 657 |
|
|
2021
Q4 | $2.65M | Buy |
45,535
+3,471
| +8% | +$202K | 0.02% | 612 |
|
|
2021
Q3 | $2.18M | Buy |
42,064
+1,394
| +3% | +$72.3K | 0.02% | 617 |
|
|
2021
Q2 | $2.08M | Buy |
40,670
+3,305
| +9% | +$169K | 0.02% | 627 |
|
|
2021
Q1 | $1.77M | Buy |
37,365
+6,802
| +22% | +$322K | 0.02% | 603 |
|
|
2020
Q4 | $1.3M | Sell |
30,563
-2,483
| -8% | -$105K | 0.01% | 628 |
|
|
2020
Q3 | $1.14M | Sell |
33,046
-25,391
| -43% | -$872K | 0.02% | 600 |
|
|
2020
Q2 | $2.26M | Buy |
+58,437
| New | +$2.26M | 0.03% | 375 |
|
|
2020
Q1 | – | Sell |
-26,377
| Closed | -$1.33M | – | 1114 |
|
|
2019
Q4 | $1.33M | Buy |
26,377
+1,120
| +4% | +$56.4K | 0.03% | 464 |
|
|
2019
Q3 | $1.14M | Sell |
25,257
-845
| -3% | -$38.2K | 0.03% | 415 |
|
|
2019
Q2 | $1.15M | Buy |
+26,102
| New | +$1.15M | 0.03% | 367 |
|