FSB Premier Wealth Management’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 | $1.52M | Buy |
16,713
+2,703
| +19% | +$246K | 0.54% | 50 |
|
|
2025
Q1 | $1.18M | Buy |
14,010
+1,433
| +11% | +$120K | 0.46% | 59 |
|
|
2024
Q4 | $966K | Buy |
12,577
+1,729
| +16% | +$133K | 0.39% | 73 |
|
|
2024
Q3 | $780K | Buy |
10,848
+2,180
| +25% | +$157K | 0.32% | 83 |
|
|
2024
Q2 | $519K | Buy |
8,668
+2,872
| +50% | +$172K | 0.23% | 103 |
|
|
2024
Q1 | $334K | Buy |
5,796
+1,293
| +29% | +$74.5K | 0.16% | 129 |
|
|
2023
Q4 | $234K | Buy |
+4,503
| New | +$234K | 0.12% | 155 |
|
|
2022
Q1 | – | Sell |
-1,862
| Closed | -$108K | – | 172 |
|
|
2021
Q4 | $108K | Buy |
+1,862
| New | +$108K | 0.05% | 176 |
|