GeoWealth Management’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
Q2 | $749K | Sell |
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|
2025
Q1 | $708K | Sell |
|
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|
2024
Q4 | $839K | Buy |
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|
2024
Q3 | $720K | Sell |
|
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|
2024
Q2 | $710K | Buy |
|
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|
2024
Q1 | $663K | Buy |
|
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|
2023
Q4 | $185K | Buy |
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|
2023
Q3 | $69K | Buy |
|
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|
2023
Q2 | $24K | Buy |
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|
2023
Q1 | $22K | Sell |
|
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|
2022
Q4 | $25K | Sell |
|
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|
2022
Q3 | $24K | Buy |
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|
2022
Q2 | $22K | Buy |
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|
2022
Q1 | $24K | Buy |
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|
2021
Q4 | $28K | Buy |
|
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|
2021
Q3 | $24K | Sell |
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|
2021
Q2 | $73K | Buy |
|