Jeppson 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
Q3 | $922K | Sell |
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|
2025
Q2 | $784K | Hold |
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|
2025
Q1 | $722K | Sell |
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|
2024
Q4 | $662K | Hold |
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|
2024
Q3 | $619K | Hold |
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|
2024
Q2 | $516K | Hold |
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|
2024
Q1 | $497K | Sell |
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|
2023
Q4 | $451K | Sell |
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|
2023
Q3 | $373K | Buy |
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|
2023
Q2 | $305K | Buy |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | $212K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $99K | Buy |
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