Focus Partners 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 | $3.27M | Buy |
35,859
+1,435
| +4% | +$131K | 0.01% | 784 |
|
|
2025
Q1 | $2.89M | Buy |
34,424
+581
| +2% | +$48.7K | 0.01% | 756 |
|
|
2024
Q4 | $2.6M | Buy |
33,843
+9,725
| +40% | +$747K | 0.01% | 775 |
|
|
2024
Q3 | $1.73M | Sell |
24,118
-4,866
| -17% | -$349K | 0.01% | 796 |
|
|
2024
Q2 | $1.74M | Sell |
28,984
-2,731
| -9% | -$164K | 0.01% | 682 |
|
|
2024
Q1 | $1.83M | Buy |
+31,715
| New | +$1.83M | 0.01% | 499 |
|