Carson Wealth (CWM LLC)’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 | $35M | Buy |
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|
2025
Q2 | $28.9M | Sell |
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|
2025
Q1 | $27.8M | Sell |
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|
2024
Q4 | $27M | Sell |
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|
2024
Q3 | $27.1M | Sell |
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|
2024
Q2 | $24.4M | Sell |
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|
2024
Q1 | $24.5M | Sell |
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|
2023
Q4 | $23.7M | Sell |
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|
2023
Q3 | $21.7M | Sell |
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|
2023
Q2 | $24.5M | Sell |
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|
2023
Q1 | $26.7M | Sell |
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|
2022
Q4 | $26.8M | Buy |
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|
2022
Q3 | $21.3M | Buy |
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|
2022
Q2 | $19.5M | Buy |
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|
2022
Q1 | $20.9M | Sell |
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|
2021
Q4 | $29.9M | Buy |
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|
2021
Q2 | $27.6M | Hold |
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|
2021
Q1 | $27.6M | Hold |
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|
2020
Q4 | $27.6M | Hold |
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|
2020
Q3 | $27.6M | Hold |
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|
2020
Q2 | $27.6M | Hold |
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|
2020
Q1 | $27.6M | Hold |
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|
2019
Q4 | $27.6M | Hold |
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|
2019
Q3 | $27.6M | Hold |
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|
2019
Q2 | $27.6M | Hold |
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|
2019
Q1 | $27.6M | Buy |
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|
2018
Q4 | $81K | Buy |
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|
2018
Q3 | $78K | Buy |
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|
2018
Q2 | $65K | Buy |
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|
2018
Q1 | $57K | Buy |
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|
2017
Q4 | $58K | Sell |
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|
2017
Q3 | $61K | Buy |
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|
2017
Q2 | $47K | Buy |
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|
2017
Q1 | $22K | Hold |
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|
2016
Q4 | $22K | Buy |
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|
2016
Q3 | $5K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $53K | Buy |
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|
2013
Q3 | $25K | Buy |
|