Ashton Thomas Private Wealth’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 | $10M | Buy |
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|
2025
Q2 | $3.59M | Sell |
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|
2025
Q1 | $3.35M | Buy |
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|
2024
Q4 | $2.54M | Buy |
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|
2024
Q3 | $2.22M | Sell |
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|
2024
Q2 | $1.88M | Sell |
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|
2024
Q1 | $2.3M | Sell |
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|
2023
Q4 | $2.19M | Sell |
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|
2023
Q3 | $2M | Sell |
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|
2023
Q2 | $2.1M | Sell |
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|
2023
Q1 | $2.26M | Buy |
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|
2022
Q4 | $2.06M | Buy |
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|
2022
Q3 | $981K | Buy |
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|
2022
Q2 | $269K | Sell |
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|
2022
Q1 | $392K | Sell |
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|
2021
Q4 | $1.57M | Sell |
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|
2021
Q3 | $1.63M | Sell |
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|
2021
Q2 | $1.63M | Buy |
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|
2021
Q1 | $1.46M | Buy |
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|
2020
Q4 | $1.19M | Buy |
|