Checchi Capital Advisers’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 | $710K | Sell |
7,790
-606
| -7% | -$55.2K | 0.04% | 267 |
|
2025
Q1 | $704K | Buy |
8,396
+125
| +2% | +$10.5K | 0.04% | 269 |
|
2024
Q4 | $635K | Sell |
8,271
-218
| -3% | -$16.7K | 0.04% | 271 |
|
2024
Q3 | $610K | Sell |
8,489
-31
| -0.4% | -$2.23K | 0.03% | 282 |
|
2024
Q2 | $510K | Buy |
8,520
+446
| +6% | +$26.7K | 0.03% | 311 |
|
2024
Q1 | $465K | Buy |
8,074
+228
| +3% | +$13.1K | 0.04% | 340 |
|
2023
Q4 | $408K | Buy |
7,846
+941
| +14% | +$49K | 0.03% | 352 |
|
2023
Q3 | $295K | Sell |
6,905
-340
| -5% | -$14.5K | 0.03% | 405 |
|
2023
Q2 | $323K | Sell |
7,245
-182
| -2% | -$8.1K | 0.03% | 407 |
|
2023
Q1 | $337K | Buy |
7,427
+19
| +0.3% | +$863 | 0.03% | 376 |
|
2022
Q4 | $337K | Sell |
7,408
-87
| -1% | -$3.96K | 0.04% | 360 |
|
2022
Q3 | $289K | Sell |
7,495
-344
| -4% | -$13.3K | 0.03% | 395 |
|
2022
Q2 | $341K | Sell |
7,839
-404
| -5% | -$17.6K | 0.03% | 382 |
|
2022
Q1 | $409K | Buy |
8,243
+907
| +12% | +$45K | 0.03% | 315 |
|
2021
Q4 | $426K | Buy |
7,336
+405
| +6% | +$23.5K | 0.04% | 294 |
|
2021
Q3 | $359K | Buy |
6,931
+98
| +1% | +$5.08K | 0.04% | 308 |
|
2021
Q2 | $350K | Sell |
6,833
-91
| -1% | -$4.66K | 0.03% | 316 |
|
2021
Q1 | $327K | Buy |
6,924
+384
| +6% | +$18.1K | 0.03% | 321 |
|
2020
Q4 | $278K | Sell |
6,540
-883
| -12% | -$37.5K | 0.03% | 348 |
|
2020
Q3 | $255K | Sell |
7,423
-88
| -1% | -$3.02K | 0.03% | 335 |
|
2020
Q2 | $290K | Sell |
7,511
-464
| -6% | -$17.9K | 0.03% | 303 |
|
2020
Q1 | $269K | Sell |
7,975
-1,426
| -15% | -$48.1K | 0.03% | 265 |
|
2019
Q4 | $473K | Buy |
9,401
+116
| +1% | +$5.84K | 0.06% | 206 |
|
2019
Q3 | $420K | Buy |
9,285
+784
| +9% | +$35.5K | 0.05% | 218 |
|
2019
Q2 | $375K | Sell |
8,501
-67
| -0.8% | -$2.96K | 0.05% | 247 |
|
2019
Q1 | $432K | Sell |
8,568
-294
| -3% | -$14.8K | 0.05% | 197 |
|
2018
Q4 | $417K | Sell |
8,862
-1,395
| -14% | -$65.6K | 0.05% | 186 |
|
2018
Q3 | $523K | Buy |
10,257
+605
| +6% | +$30.8K | 0.06% | 197 |
|
2018
Q2 | $521K | Buy |
9,652
+139
| +1% | +$7.5K | 0.07% | 183 |
|
2018
Q1 | $490K | Buy |
9,513
+227
| +2% | +$11.7K | 0.06% | 189 |
|
2017
Q4 | $500K | Sell |
9,286
-64
| -0.7% | -$3.45K | 0.07% | 186 |
|
2017
Q3 | $496K | Buy |
9,350
+407
| +5% | +$21.6K | 0.05% | 174 |
|
2017
Q2 | $456K | Sell |
8,943
-387
| -4% | -$19.7K | 0.05% | 180 |
|
2017
Q1 | $441K | Sell |
9,330
-1,337
| -13% | -$63.2K | 0.05% | 186 |
|
2016
Q4 | $505K | Buy |
10,667
+860
| +9% | +$40.7K | 0.07% | 162 |
|
2016
Q3 | $391K | Sell |
9,807
-407
| -4% | -$16.2K | 0.04% | 192 |
|
2016
Q2 | $397K | Sell |
10,214
-654
| -6% | -$25.4K | 0.05% | 184 |
|
2016
Q1 | $400K | Buy |
10,868
+580
| +6% | +$21.3K | 0.09% | 176 |
|
2015
Q4 | $424K | Buy |
10,288
+187
| +2% | +$7.71K | 0.11% | 169 |
|
2015
Q3 | $395K | Buy |
10,101
+722
| +8% | +$28.2K | 0.11% | 160 |
|
2015
Q2 | $394K | Buy |
9,379
+587
| +7% | +$24.7K | 0.1% | 174 |
|
2015
Q1 | $354K | Buy |
8,792
+861
| +11% | +$34.7K | 0.1% | 187 |
|
2014
Q4 | $322K | Buy |
7,931
+1,951
| +33% | +$79.2K | 0.12% | 180 |
|
2014
Q3 | $232K | Buy |
+5,980
| New | +$232K | 0.1% | 222 |
|