First Heartland Consultants’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
$417K Sell
2025
Q2
$446K Buy
2025
Q1
$343K Sell
2024
Q4
$414K Sell
2024
Q3
$389K Sell
2024
Q2
$335 Buy
2024
Q1
$321K Buy
2023
Q4
$286K Sell
2023
Q3
$888K Buy
2023
Q2
$561K Buy
2023
Q1
$278K Buy
2022
Q4
$277K Buy
2022
Q3
$216 Buy
2022
Q1
Sell
2021
Q4
$253 Buy
2021
Q3
$220K Buy