Journey Advisory Group’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 | $970K | Hold |
10,649
| – | – | 0.08% | 165 |
|
|
2025
Q1 | $893K | Hold |
10,649
| – | – | 0.07% | 157 |
|
|
2024
Q4 | $638K | Hold |
10,649
| – | – | 0.08% | 131 |
|
|
2024
Q3 | $638K | Hold |
10,649
| – | – | 0.08% | 131 |
|
|
2024
Q2 | $638K | Buy |
10,649
+4,366
| +69% | +$261K | 0.08% | 131 |
|
|
2024
Q1 | $362K | Buy |
+6,283
| New | +$362K | 0.04% | 180 |
|