Avantax Advisory Services’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 | $6.34M | Buy |
69,590
+1,663
| +2% | +$152K | 0.03% | 376 |
|
|
2025
Q1 | $5.7M | Buy |
67,927
+4,496
| +7% | +$377K | 0.03% | 381 |
|
|
2024
Q4 | $4.87M | Buy |
63,431
+4,090
| +7% | +$314K | 0.03% | 404 |
|
|
2024
Q3 | $4.26M | Buy |
59,341
+5,581
| +10% | +$401K | 0.03% | 428 |
|
|
2024
Q2 | $3.22M | Buy |
53,760
+22,421
| +72% | +$1.34M | 0.02% | 501 |
|
|
2024
Q1 | $1.81M | Sell |
31,339
-146
| -0.5% | -$8.41K | 0.02% | 562 |
|
|
2023
Q4 | $1.64M | Sell |
31,485
-1,881
| -6% | -$97.9K | 0.02% | 567 |
|
|
2023
Q3 | $1.42M | Buy |
33,366
+2,624
| +9% | +$112K | 0.02% | 568 |
|
|
2023
Q2 | $1.37M | Sell |
30,742
-380
| -1% | -$16.9K | 0.02% | 578 |
|
|
2023
Q1 | $1.41M | Buy |
31,122
+1,214
| +4% | +$55.2K | 0.02% | 551 |
|
|
2022
Q4 | $1.36M | Buy |
29,908
+488
| +2% | +$22.2K | 0.02% | 529 |
|
|
2022
Q3 | $1.13M | Buy |
29,420
+7,854
| +36% | +$302K | 0.02% | 523 |
|
|
2022
Q2 | $900K | Buy |
21,566
+5,147
| +31% | +$215K | 0.01% | 583 |
|
|
2022
Q1 | $811K | Buy |
16,419
+1,402
| +9% | +$69.3K | 0.01% | 612 |
|
|
2021
Q4 | $872K | Buy |
15,017
+2,243
| +18% | +$130K | 0.01% | 562 |
|
|
2021
Q3 | $662K | Sell |
12,774
-779
| -6% | -$40.4K | 0.01% | 617 |
|
|
2021
Q2 | $695K | Sell |
13,553
-470
| -3% | -$24.1K | 0.01% | 575 |
|
|
2021
Q1 | $662K | Buy |
14,023
+660
| +5% | +$31.2K | 0.01% | 534 |
|
|
2020
Q4 | $568K | Sell |
13,363
-7,440
| -36% | -$316K | 0.01% | 518 |
|
|
2020
Q3 | $713K | Buy |
20,803
+5,014
| +32% | +$172K | 0.01% | 665 |
|
|
2020
Q2 | $611K | Buy |
15,789
+3,293
| +26% | +$127K | 0.02% | 435 |
|
|
2020
Q1 | $419K | Buy |
12,496
+3,827
| +44% | +$128K | 0.01% | 478 |
|
|
2019
Q4 | $434K | Buy |
+8,669
| New | +$434K | 0.01% | 519 |
|