IHT 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
Q2 | $1.28M | Sell |
|
|||||
|
2025
Q1 | $1.18M | Buy |
|
|||||
|
2024
Q4 | $1.02M | Sell |
|
|||||
|
2024
Q3 | $1.02M | Buy |
|
|||||
|
2024
Q2 | $796K | Buy |
|
|||||
|
2024
Q1 | $743K | Buy |
|
|||||
|
2023
Q4 | $595K | Sell |
|
|||||
|
2023
Q3 | $570K | Buy |
|
|||||
|
2023
Q2 | $573K | Buy |
|
|||||
|
2023
Q1 | $414K | Sell |
|
|||||
|
2022
Q4 | $491K | Sell |
|
|||||
|
2022
Q3 | $433K | Buy |
|
|||||
|
2022
Q2 | $339K | Buy |
|
|||||
|
2022
Q1 | $398K | Sell |
|
|||||
|
2021
Q4 | $474K | Buy |
|
|||||
|
2021
Q3 | $408K | Sell |
|
|||||
|
2021
Q2 | $485K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $9K | Hold |
|
|||||
|
2017
Q4 | $10K | Hold |
|
|||||
|
2017
Q3 | $10K | Hold |
|
|||||
|
2017
Q2 | $1.61K | Hold |
|
|||||
|
2017
Q1 | $8K | Sell |
|
|||||
|
2016
Q4 | $10K | Buy |
|