Atria Wealth Solutions’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 | $1.47M | Sell |
16,128
-35,735
| -69% | -$3.27M | 0.03% | 506 |
|
|
2025
Q1 | $4.35M | Buy |
51,863
+4,689
| +10% | +$393K | 0.05% | 381 |
|
|
2024
Q4 | $3.62M | Buy |
47,174
+3,169
| +7% | +$243K | 0.04% | 442 |
|
|
2024
Q3 | $3.16M | Buy |
44,005
+330
| +0.8% | +$23.7K | 0.03% | 478 |
|
|
2024
Q2 | $2.62M | Buy |
43,675
+921
| +2% | +$55.2K | 0.03% | 541 |
|
|
2024
Q1 | $2.46M | Buy |
42,754
+14,209
| +50% | +$819K | 0.03% | 570 |
|
|
2023
Q4 | $1.49M | Sell |
28,545
-1,662
| -6% | -$86.5K | 0.02% | 704 |
|
|
2023
Q3 | $1.29M | Sell |
30,207
-1,962
| -6% | -$83.7K | 0.02% | 711 |
|
|
2023
Q2 | $1.43M | Sell |
32,169
-12,076
| -27% | -$538K | 0.02% | 695 |
|
|
2023
Q1 | $2.01M | Buy |
44,245
+6,893
| +18% | +$313K | 0.03% | 537 |
|
|
2022
Q4 | $1.7M | Buy |
37,352
+2,865
| +8% | +$130K | 0.03% | 571 |
|
|
2022
Q3 | $1.33M | Sell |
34,487
-8,303
| -19% | -$320K | 0.02% | 618 |
|
|
2022
Q2 | $2M | Sell |
42,790
-23,209
| -35% | -$1.08M | 0.04% | 432 |
|
|
2022
Q1 | $3.28M | Buy |
+65,999
| New | +$3.28M | 0.05% | 344 |
|