IHT Wealth Management’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 | $1.28M | Sell |
14,102
-7
| -0% | -$638 | 0.04% | 431 |
|
|
2025
Q1 | $1.18M | Buy |
14,109
+858
| +6% | +$72K | 0.04% | 428 |
|
|
2024
Q4 | $1.02M | Sell |
13,251
-949
| -7% | -$72.9K | 0.03% | 447 |
|
|
2024
Q3 | $1.02M | Buy |
14,200
+917
| +7% | +$65.9K | 0.03% | 496 |
|
|
2024
Q2 | $796K | Buy |
13,283
+390
| +3% | +$23.4K | 0.03% | 490 |
|
|
2024
Q1 | $743K | Buy |
12,893
+1,470
| +13% | +$84.7K | 0.03% | 508 |
|
|
2023
Q4 | $595K | Sell |
11,423
-1,933
| -14% | -$101K | 0.03% | 538 |
|
|
2023
Q3 | $570K | Buy |
13,356
+495
| +4% | +$21.1K | 0.03% | 517 |
|
|
2023
Q2 | $573K | Buy |
12,861
+3,750
| +41% | +$167K | 0.03% | 501 |
|
|
2023
Q1 | $414K | Sell |
9,111
-1,680
| -16% | -$76.3K | 0.02% | 570 |
|
|
2022
Q4 | $491K | Sell |
10,791
-443
| -4% | -$20.2K | 0.03% | 499 |
|
|
2022
Q3 | $433K | Buy |
11,234
+3,095
| +38% | +$119K | 0.03% | 498 |
|
|
2022
Q2 | $339K | Buy |
8,139
+129
| +2% | +$5.37K | 0.03% | 491 |
|
|
2022
Q1 | $398K | Sell |
8,010
-150
| -2% | -$7.45K | 0.03% | 486 |
|
|
2021
Q4 | $474K | Buy |
8,160
+282
| +4% | +$16.4K | 0.03% | 456 |
|
|
2021
Q3 | $408K | Sell |
7,878
-1,588
| -17% | -$82.2K | 0.03% | 492 |
|
|
2021
Q2 | $485K | Buy |
+9,466
| New | +$485K | 0.03% | 539 |
|
|
2018
Q2 | – | Sell |
-177
| Closed | -$9K | – | 519 |
|
|
2018
Q1 | $9K | Hold |
177
| – | – | ﹤0.01% | 1210 |
|
|
2017
Q4 | $10K | Hold |
177
| – | – | ﹤0.01% | 1186 |
|
|
2017
Q3 | $10K | Hold |
177
| – | – | ﹤0.01% | 958 |
|
|
2017
Q2 | $1.61K | Hold |
177
| – | – | 0.78% | 19 |
|
|
2017
Q1 | $8K | Sell |
177
-24
| -12% | -$1.09K | 0.01% | 882 |
|
|
2016
Q4 | $10K | Buy |
+201
| New | +$10K | 0.01% | 787 |
|