Beverly Hills Private Wealth’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
23,349
+4,806
| +26% | +$438K | 0.4% | 67 |
|
|
2025
Q1 | $1.56M | Buy |
18,543
+316
| +2% | +$26.5K | 0.31% | 89 |
|
|
2024
Q4 | $1.4M | Buy |
18,227
+260
| +1% | +$20K | 0.28% | 97 |
|
|
2024
Q3 | $1.29M | Sell |
17,967
-727
| -4% | -$52.2K | 0.26% | 105 |
|
|
2024
Q2 | $1.12M | Buy |
18,694
+7,111
| +61% | +$426K | 0.24% | 102 |
|
|
2024
Q1 | $667K | Buy |
11,583
+6,572
| +131% | +$379K | 0.15% | 147 |
|
|
2023
Q4 | $261K | Buy |
+5,011
| New | +$261K | 0.07% | 274 |
|