Integrated Wealth Concepts’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 | $3.08M | Sell |
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|
2025
Q1 | $3.37M | Sell |
|
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|
2024
Q4 | $3.3M | Buy |
|
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|
2024
Q3 | $2.69M | Sell |
|
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|
2024
Q2 | $2.36M | Buy |
|
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|
2024
Q1 | $1.88M | Buy |
|
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|
2023
Q4 | $1.59M | Sell |
|
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|
2023
Q3 | $3.01M | Buy |
|
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|
2023
Q2 | $3.1M | Buy |
|
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|
2023
Q1 | $2.88M | Buy |
|
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|
2022
Q4 | $797K | Sell |
|
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|
2022
Q3 | $791K | Sell |
|
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|
2022
Q2 | $882K | Sell |
|
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|
2022
Q1 | $1.06M | Sell |
|
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|
2021
Q4 | $1.27M | Sell |
|
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|
2021
Q3 | $1.14M | Buy |
|
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|
2021
Q2 | $297K | Sell |
|
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|
2021
Q1 | $418K | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $249K | Sell |
|
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|
2019
Q3 | $235K | Sell |
|
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|
2019
Q2 | $462K | Buy |
|