Legacy Wealth Asset 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 | $1.12M | Sell |
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|
2025
Q2 | $955K | Sell |
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|
2025
Q1 | $894K | Sell |
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|
2024
Q4 | $841K | Sell |
|
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|
2024
Q3 | $817K | Sell |
|
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|
2024
Q2 | $683K | Sell |
|
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|
2024
Q1 | $1.72M | Sell |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.36M | Buy |
|
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|
2023
Q1 | $947K | Sell |
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|
2022
Q4 | $956K | Buy |
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|
2022
Q3 | $799K | Buy |
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|
2022
Q2 | $773K | Buy |
|
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|
2022
Q1 | $900K | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $903K | Buy |
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|
2021
Q2 | $891K | Buy |
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|
2021
Q1 | $811K | Buy |
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|
2020
Q4 | $712K | Buy |
|