Falcon Wealth Planning’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 | $3.79M | Buy |
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|
2025
Q2 | $3.16M | Sell |
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|
2025
Q1 | $2.98M | Buy |
|
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|
2024
Q4 | $2.73M | Buy |
|
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|
2024
Q3 | $2.55M | Buy |
|
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|
2024
Q2 | $2.12M | Buy |
|
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|
2024
Q1 | $2.03M | Buy |
|
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|
2023
Q4 | $1.83M | Buy |
|
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|
2023
Q3 | $1.5M | Hold |
|
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|
2023
Q2 | $1.56M | Buy |
|
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|
2023
Q1 | $1.6M | Buy |
|
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|
2022
Q4 | $1.55M | Hold |
|
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|
2022
Q3 | $1.31M | Sell |
|
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|
2022
Q2 | $1.58M | Hold |
|
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|
2022
Q1 | $1.88M | Sell |
|
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|
2021
Q4 | $2.39M | Sell |
|
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|
2021
Q3 | $2.31M | Sell |
|
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|
2021
Q2 | $2.29M | Buy |
|
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|
2021
Q1 | $2.11M | Hold |
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|
2020
Q4 | $1.89M | Buy |
|