Ascent Wealth Partners’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
Q3 | $2.81M | Sell |
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|
2025
Q2 | $2.4M | Hold |
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|
2025
Q1 | $2.21M | Sell |
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|
2024
Q4 | $2.03M | Buy |
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|
2024
Q3 | $1.89M | Sell |
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|
2024
Q2 | $1.58M | Sell |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $1.36M | Sell |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $770K | Sell |
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|
2022
Q2 | $942K | Buy |
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|
2022
Q1 | $797K | Buy |
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|
2021
Q4 | $860K | Buy |
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|
2021
Q3 | $697K | Buy |
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|
2021
Q2 | $513K | Buy |
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