DiNuzzo 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 | $383K | Buy |
4,204
+32
| +0.8% | +$2.92K | 0.05% | 59 |
|
|
2025
Q1 | $350K | Buy |
4,172
+5
| +0.1% | +$419 | 0.04% | 57 |
|
|
2024
Q4 | $320K | Buy |
4,167
+2
| +0% | +$154 | 0.04% | 60 |
|
|
2024
Q3 | $299K | Buy |
4,165
+3,071
| +281% | +$221K | 0.04% | 62 |
|
|
2024
Q2 | $65.5K | Buy |
1,094
+10
| +0.9% | +$599 | 0.01% | 91 |
|
|
2024
Q1 | $62.5K | Buy |
1,084
+707
| +188% | +$40.7K | 0.01% | 86 |
|
|
2023
Q4 | $19.6K | Buy |
+377
| New | +$19.6K | ﹤0.01% | 132 |
|