Axxcess 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 | $1.72M | Sell |
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|
2025
Q1 | $3.36M | Buy |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $780K | Sell |
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|
2024
Q2 | $650K | Buy |
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|
2024
Q1 | $430K | Sell |
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|
2023
Q4 | $630K | Buy |
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|
2023
Q3 | $498K | Buy |
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|
2023
Q2 | $297K | Buy |
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|
2023
Q1 | $299K | Sell |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $264K | Buy |
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|
2021
Q4 | $302K | Buy |
|