HB Wealth 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
Q3 | $3.9M | Buy |
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|
2025
Q2 | $2.92M | Buy |
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|
2025
Q1 | $2.5M | Buy |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $980K | Buy |
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|
2024
Q2 | $769K | Buy |
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|
2024
Q1 | $659K | Sell |
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|
2023
Q4 | $598K | Buy |
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|
2023
Q3 | $351K | Buy |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $221K | Buy |
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|
2022
Q2 | $232K | Buy |
|