Kolinsky 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
2024
Q4
$995K Buy
2024
Q3
$927K Buy
2024
Q2
$766K Buy
2024
Q1
$735K Sell
2023
Q4
$665K Buy
2023
Q3
$519K Sell
2023
Q2
$562K Sell
2023
Q1
$603K Buy
2022
Q4
$604K Buy
2022
Q3
$506K Buy
2022
Q2
$548K Sell
2022
Q1
$652K Buy
2021
Q4
$759K Buy