Heritage Wealth Advisors’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
Q4 | $31K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $10.4K | Sell |
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|
2023
Q4 | $395K | Sell |
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|
2023
Q3 | $336K | Hold |
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|
2023
Q2 | $351K | Hold |
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|
2023
Q1 | $358K | Hold |
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|
2022
Q4 | $359K | Hold |
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|
2022
Q3 | $304K | Hold |
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|
2022
Q2 | $329K | Hold |
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|
2022
Q1 | $392K | Hold |
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|
2021
Q4 | $458K | Hold |
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|
2021
Q3 | $409K | Hold |
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|
2021
Q2 | $404K | Sell |
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|
2021
Q1 | $589K | Hold |
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|
2020
Q4 | $529K | Buy |
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|
2020
Q3 | $24K | Hold |
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|
2020
Q2 | $27.1K | Hold |
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|
2020
Q1 | $23.6K | Sell |
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|
2019
Q4 | $63.1K | Sell |
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|
2019
Q3 | $61K | Sell |
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|
2019
Q2 | $77.8K | Hold |
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|
2019
Q1 | $88.9K | Hold |
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|
2018
Q4 | $82K | Hold |
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|
2018
Q3 | $89K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $336K | Buy |
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|
2016
Q1 | $288K | Buy |
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|
2015
Q4 | $292K | Sell |
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|
2015
Q3 | $285K | Sell |
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|
2015
Q2 | $326K | Hold |
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|
2015
Q1 | $312K | Buy |
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|
2014
Q4 | $261K | Buy |
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