Avior Wealth Management’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 | $550K | Sell |
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|
2025
Q1 | $508K | Buy |
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|
2024
Q4 | $456K | Buy |
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|
2024
Q3 | $320K | Sell |
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|
2024
Q2 | $275K | Sell |
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|
2024
Q1 | $522K | Buy |
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|
2023
Q4 | $97.5K | Sell |
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|
2023
Q3 | $85.5K | Sell |
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|
2023
Q2 | $93.4K | Sell |
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|
2023
Q1 | $105K | Buy |
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|
2022
Q4 | $59.7K | Buy |
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|
2022
Q3 | $26K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1K | Sell |
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|
2020
Q2 | $8K | Hold |
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|
2020
Q1 | $7K | Hold |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $9K | Sell |
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|
2019
Q2 | $17K | Buy |
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|
2019
Q1 | $14K | Hold |
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|
2018
Q4 | $13K | Buy |
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|
2018
Q3 | $9K | Hold |
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|
2018
Q2 | $9K | Sell |
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|
2018
Q1 | $10K | Hold |
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|
2017
Q4 | $11K | Buy |
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|
2017
Q3 | $9K | Hold |
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|
2017
Q2 | $9K | Hold |
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|
2017
Q1 | $8K | Buy |
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