HHM Wealth Advisors’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 | $63.4K | Hold |
696
| – | – | 0.01% | 337 |
|
|
2025
Q1 | $58.4K | Hold |
696
| – | – | 0.01% | 330 |
|
|
2024
Q4 | $53.5K | Buy |
696
+26
| +4% | +$2K | 0.01% | 340 |
|
|
2024
Q3 | $48.1K | Hold |
670
| – | – | 0.01% | 350 |
|
|
2024
Q2 | $40.1K | Hold |
670
| – | – | 0.01% | 367 |
|
|
2024
Q1 | $38.6K | Hold |
670
| – | – | 0.01% | 331 |
|
|
2023
Q4 | $34.9K | Hold |
670
| – | – | 0.01% | 337 |
|
|
2023
Q3 | $28.6K | Hold |
670
| – | – | 0.01% | 351 |
|
|
2023
Q2 | $29.8K | Hold |
670
| – | – | 0.01% | 361 |
|
|
2023
Q1 | $30.4K | Hold |
670
| – | – | 0.01% | 351 |
|
|
2022
Q4 | $30.5K | Hold |
670
| – | – | 0.01% | 307 |
|
|
2022
Q3 | $26K | Hold |
670
| – | – | 0.01% | 314 |
|
|
2022
Q2 | $28K | Hold |
670
| – | – | 0.01% | 368 |
|
|
2022
Q1 | $33K | Sell |
670
-630
| -48% | -$31K | 0.01% | 363 |
|
|
2021
Q4 | $76K | Buy |
1,300
+800
| +160% | +$46.8K | 0.02% | 253 |
|
|
2021
Q3 | $26K | Hold |
500
| – | – | 0.01% | 379 |
|
|
2021
Q2 | $26K | Hold |
500
| – | – | 0.01% | 367 |
|
|
2021
Q1 | $24K | Hold |
500
| – | – | 0.01% | 355 |
|
|
2020
Q4 | $21K | Buy |
+500
| New | +$21K | 0.01% | 346 |
|