Confluence Wealth Services’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 | $1.07M | Buy |
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|
2025
Q1 | $906K | Sell |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.1M | Buy |
|
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|
2024
Q2 | $766K | Buy |
|
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|
2024
Q1 | $590K | Buy |
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|
2023
Q4 | $283K | Buy |
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|
2023
Q3 | $232K | Buy |
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|
2023
Q2 | $242K | Buy |
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|
2023
Q1 | $247K | Buy |
|
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|
2022
Q4 | $247K | Buy |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $244K | Buy |
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|
2022
Q1 | $222K | Buy |
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|
2021
Q4 | $248K | Buy |
|