CM Wealth 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 | $456K | Hold |
|
|||||
|
2025
Q1 | $419K | Hold |
|
|||||
|
2024
Q4 | $384K | Hold |
|
|||||
|
2024
Q3 | $359K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $260K | Hold |
|
|||||
|
2023
Q3 | $232K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $209K | Sell |
|
|||||
|
2022
Q4 | $696K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $209K | Buy |
|