LWANC
Laurel Wealth Advisors (North Carolina)’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
111,428
+110,205
| +9,011% | +$1.21M | 0.02% | 240 |
|
|
2025
Q1 | $103K | Hold |
1,223
| – | – | 0.02% | 241 |
|
|
2024
Q4 | $94K | Hold |
1,223
| – | – | 0.01% | 245 |
|
|
2024
Q3 | $87.9K | Hold |
1,223
| – | – | 0.01% | 249 |
|
|
2024
Q2 | $73.2K | Hold |
1,223
| – | – | 0.01% | 258 |
|
|
2024
Q1 | $70.5K | Hold |
1,223
| – | – | 0.01% | 266 |
|
|
2023
Q4 | $63.7K | Hold |
1,223
| – | – | 0.01% | 263 |
|
|
2023
Q3 | $52.2K | Hold |
1,223
| – | – | 0.01% | 271 |
|
|
2023
Q2 | $54.4K | Hold |
1,223
| – | – | 0.01% | 275 |
|
|
2023
Q1 | $55.6K | Sell |
1,223
-500
| -29% | -$22.7K | 0.01% | 271 |
|
|
2022
Q4 | $78.4K | Hold |
1,723
| – | – | 0.02% | 227 |
|
|
2022
Q3 | $66K | Hold |
1,723
| – | – | 0.02% | 237 |
|
|
2022
Q2 | $72K | Hold |
1,723
| – | – | 0.02% | 230 |
|
|
2022
Q1 | $86K | Hold |
1,723
| – | – | 0.02% | 227 |
|
|
2021
Q4 | $100K | Hold |
1,723
| – | – | 0.02% | 212 |
|
|
2021
Q3 | $89K | Hold |
1,723
| – | – | 0.02% | 217 |
|
|
2021
Q2 | $88K | Buy |
1,723
+82
| +5% | +$4.19K | 0.02% | 225 |
|
|
2021
Q1 | $78K | Hold |
1,641
| – | – | 0.02% | 226 |
|
|
2020
Q4 | $70K | Hold |
1,641
| – | – | 0.02% | 228 |
|
|
2020
Q3 | $56K | Hold |
1,641
| – | – | 0.02% | 228 |
|
|
2020
Q2 | $63K | Sell |
1,641
-300
| -15% | -$11.5K | 0.02% | 211 |
|
|
2020
Q1 | $65K | Buy |
1,941
+300
| +18% | +$10K | 0.02% | 198 |
|
|
2019
Q4 | $83K | Hold |
1,641
| – | – | 0.03% | 201 |
|
|
2019
Q3 | $74K | Sell |
1,641
-1
| -0.1% | -$45 | 0.03% | 206 |
|
|
2019
Q2 | $72K | Sell |
1,642
-28
| -2% | -$1.23K | 0.03% | 207 |
|
|
2019
Q1 | $84K | Sell |
1,670
-29
| -2% | -$1.46K | 0.03% | 190 |
|
|
2018
Q4 | $80K | Buy |
+1,699
| New | +$80K | 0.03% | 181 |
|