Arkadios Wealth Advisors’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 | $5.17M | Buy |
56,705
+3,004
| +6% | +$274K | 0.15% | 149 |
|
|
2025
Q1 | $4.5M | Buy |
53,701
+1,254
| +2% | +$105K | 0.17% | 135 |
|
|
2024
Q4 | $4.03M | Buy |
52,447
+47,730
| +1,012% | +$3.67M | 0.22% | 98 |
|
|
2024
Q3 | $339K | Buy |
+4,717
| New | +$339K | 0.02% | 667 |
|
|
2023
Q2 | – | Sell |
-4,509
| Closed | -$205K | – | 610 |
|
|
2023
Q1 | $205K | Buy |
+4,509
| New | +$205K | 0.02% | 566 |
|
|
2021
Q4 | – | Sell |
-199
| Closed | -$10K | – | 704 |
|
|
2021
Q3 | $10K | Sell |
199
-420
| -68% | -$21.1K | ﹤0.01% | 1431 |
|
|
2021
Q2 | $31K | Buy |
619
+201
| +48% | +$10.1K | ﹤0.01% | 1107 |
|
|
2021
Q1 | $19K | Buy |
418
+52
| +14% | +$2.36K | ﹤0.01% | 978 |
|
|
2020
Q4 | $15K | Buy |
366
+226
| +161% | +$9.26K | ﹤0.01% | 835 |
|
|
2020
Q3 | $5.36K | Buy |
140
+16
| +13% | +$612 | ﹤0.01% | 841 |
|
|
2020
Q2 | $4.84K | Buy |
124
+32
| +35% | +$1.25K | ﹤0.01% | 785 |
|
|
2020
Q1 | $3.1K | Buy |
92
+70
| +318% | +$2.36K | ﹤0.01% | 863 |
|
|
2019
Q4 | $1.01K | Buy |
+22
| New | +$1.01K | ﹤0.01% | 890 |
|