Basepoint Wealth’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 | $736K | Buy |
|
|||||
|
2025
Q1 | $645K | Sell |
|
|||||
|
2024
Q4 | $661K | Sell |
|
|||||
|
2024
Q3 | $676K | Sell |
|
|||||
|
2024
Q2 | $614K | Sell |
|
|||||
|
2024
Q1 | $646K | Sell |
|
|||||
|
2023
Q4 | $687K | Buy |
|
|||||
|
2023
Q3 | $561K | Sell |
|
|||||
|
2023
Q2 | $601K | Sell |
|
|||||
|
2023
Q1 | $621K | Sell |
|
|||||
|
2022
Q4 | $632K | Sell |
|
|||||
|
2022
Q3 | $546K | Sell |
|
|||||
|
2022
Q2 | $608K | Sell |
|
|||||
|
2022
Q1 | $737K | Sell |
|
|||||
|
2021
Q4 | $929K | Buy |
|