Baldwin Wealth Partners’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
Q3 | $1.92M | Hold |
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|
2025
Q2 | $1.61M | Buy |
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|
2025
Q1 | $1.44M | Hold |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.04M | Hold |
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|
2024
Q1 | $1,000K | Sell |
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|
2023
Q4 | $908K | Sell |
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|
2023
Q3 | $747K | Hold |
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|
2023
Q2 | $780K | Hold |
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|
2023
Q1 | $796K | Sell |
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|
2022
Q4 | $811K | Buy |
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|
2022
Q3 | $20K | Hold |
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|
2022
Q2 | $22K | Hold |
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|
2022
Q1 | $26K | Hold |
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|
2021
Q4 | $30K | Hold |
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|
2021
Q3 | $27K | Hold |
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|
2021
Q2 | $26K | Sell |
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|
2021
Q1 | $131K | Hold |
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|
2020
Q4 | $118K | Sell |
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|
2020
Q3 | $143K | Hold |
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|
2020
Q2 | $161K | Sell |
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|
2020
Q1 | $144K | Hold |
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|
2019
Q4 | $216K | Hold |
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|
2019
Q3 | $194K | Hold |
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|
2019
Q2 | $189K | Sell |
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|
2019
Q1 | $233K | Sell |
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|
2018
Q4 | $220K | Buy |
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|
2018
Q3 | $219K | Sell |
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|
2018
Q2 | $274K | Hold |
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|
2018
Q1 | $262K | Sell |
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|
2017
Q4 | $318K | Sell |
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|
2017
Q3 | $328K | Sell |
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|
2017
Q2 | $321K | Sell |
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|
2017
Q1 | $1.39M | Sell |
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|
2016
Q4 | $2.52M | Buy |
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|
2016
Q3 | $2.08M | Sell |
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|
2016
Q2 | $2.24M | Sell |
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|
2016
Q1 | $3.46M | Sell |
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|
2015
Q4 | $5.22M | Buy |
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|
2015
Q3 | $4.72M | Buy |
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|
2015
Q2 | $4.7M | Buy |
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|
2015
Q1 | $4.42M | Buy |
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|
2014
Q4 | $3.61M | Buy |
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|
2014
Q3 | $2.58M | Buy |
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|
2014
Q2 | $1.04M | Buy |
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|
2014
Q1 | $960K | Buy |
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