HHM 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
Q2 | $63.4K | Hold |
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|
2025
Q1 | $58.4K | Hold |
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|
2024
Q4 | $53.5K | Buy |
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|
2024
Q3 | $48.1K | Hold |
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|
2024
Q2 | $40.1K | Hold |
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|
2024
Q1 | $38.6K | Hold |
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|
2023
Q4 | $34.9K | Hold |
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|
2023
Q3 | $28.6K | Hold |
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|
2023
Q2 | $29.8K | Hold |
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|
2023
Q1 | $30.4K | Hold |
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|
2022
Q4 | $30.5K | Hold |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $28K | Hold |
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|
2022
Q1 | $33K | Sell |
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|
2021
Q4 | $76K | Buy |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $26K | Hold |
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|
2021
Q1 | $24K | Hold |
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|
2020
Q4 | $21K | Buy |
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