Beacon Pointe Advisors’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 | $1.24M | Sell |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $650K | Sell |
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|
2024
Q2 | $589K | Sell |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $521K | Sell |
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|
2023
Q3 | $442K | Buy |
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|
2023
Q2 | $389K | Sell |
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|
2023
Q1 | $433K | Buy |
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|
2022
Q4 | $392K | Sell |
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|
2022
Q3 | $344K | Sell |
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|
2022
Q2 | $407K | Sell |
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|
2022
Q1 | $891K | Buy |
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|
2021
Q4 | $383K | Sell |
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|
2021
Q3 | $436K | Buy |
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|
2021
Q2 | $233K | Buy |
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