Axxcess Wealth Management’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
18,927
-21,118
| -53% | -$1.92M | 0.04% | 313 |
|
|
2025
Q1 | $3.36M | Buy |
40,045
+21,609
| +117% | +$1.81M | 0.09% | 179 |
|
|
2024
Q4 | $1.42M | Buy |
18,436
+7,584
| +70% | +$583K | 0.03% | 340 |
|
|
2024
Q3 | $780K | Sell |
10,852
-3
| -0% | -$216 | 0.02% | 448 |
|
|
2024
Q2 | $650K | Buy |
10,855
+3,389
| +45% | +$203K | 0.02% | 471 |
|
|
2024
Q1 | $430K | Sell |
7,466
-4,645
| -38% | -$268K | 0.01% | 575 |
|
|
2023
Q4 | $630K | Buy |
12,111
+429
| +4% | +$22.3K | 0.02% | 458 |
|
|
2023
Q3 | $498K | Buy |
11,682
+5,017
| +75% | +$214K | 0.02% | 470 |
|
|
2023
Q2 | $297K | Buy |
6,665
+90
| +1% | +$4.01K | 0.02% | 452 |
|
|
2023
Q1 | $299K | Sell |
6,575
-130
| -2% | -$5.91K | 0.02% | 481 |
|
|
2022
Q4 | $305K | Buy |
6,705
+84
| +1% | +$3.82K | 0.03% | 442 |
|
|
2022
Q3 | $255K | Buy |
6,621
+1,374
| +26% | +$52.9K | 0.02% | 435 |
|
|
2022
Q2 | $219K | Sell |
5,247
-71
| -1% | -$2.96K | 0.02% | 476 |
|
|
2022
Q1 | $264K | Buy |
5,318
+121
| +2% | +$6.01K | 0.02% | 501 |
|
|
2021
Q4 | $302K | Buy |
+5,197
| New | +$302K | 0.02% | 465 |
|