Laurel Wealth Advisors (North Carolina)’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 | $1.22M | Buy |
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|
2025
Q1 | $103K | Hold |
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|
2024
Q4 | $94K | Hold |
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|
2024
Q3 | $87.9K | Hold |
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|
2024
Q2 | $73.2K | Hold |
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|
2024
Q1 | $70.5K | Hold |
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|
2023
Q4 | $63.7K | Hold |
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|
2023
Q3 | $52.2K | Hold |
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|
2023
Q2 | $54.4K | Hold |
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|
2023
Q1 | $55.6K | Sell |
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|
2022
Q4 | $78.4K | Hold |
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|
2022
Q3 | $66K | Hold |
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|
2022
Q2 | $72K | Hold |
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|
2022
Q1 | $86K | Hold |
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|
2021
Q4 | $100K | Hold |
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|
2021
Q3 | $89K | Hold |
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|
2021
Q2 | $88K | Buy |
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|
2021
Q1 | $78K | Hold |
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|
2020
Q4 | $70K | Hold |
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|
2020
Q3 | $56K | Hold |
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|
2020
Q2 | $63K | Sell |
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|
2020
Q1 | $65K | Buy |
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|
2019
Q4 | $83K | Hold |
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|
2019
Q3 | $74K | Sell |
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|
2019
Q2 | $72K | Sell |
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|
2019
Q1 | $84K | Sell |
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|
2018
Q4 | $80K | Buy |
|