Avantax Advisory Services’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
Q2 | $6.34M | Buy |
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|
2025
Q1 | $5.7M | Buy |
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|
2024
Q4 | $4.87M | Buy |
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|
2024
Q3 | $4.26M | Buy |
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|
2024
Q2 | $3.22M | Buy |
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|
2024
Q1 | $1.81M | Sell |
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|
2023
Q4 | $1.64M | Sell |
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|
2023
Q3 | $1.42M | Buy |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $900K | Buy |
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|
2022
Q1 | $811K | Buy |
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|
2021
Q4 | $872K | Buy |
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|
2021
Q3 | $662K | Sell |
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|
2021
Q2 | $695K | Sell |
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|
2021
Q1 | $662K | Buy |
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|
2020
Q4 | $568K | Sell |
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|
2020
Q3 | $713K | Buy |
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|
2020
Q2 | $611K | Buy |
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|
2020
Q1 | $419K | Buy |
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|
2019
Q4 | $434K | Buy |
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