LVW Advisors’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 | $1.11M | Sell |
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|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $842K | Buy |
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|
2024
Q1 | $799K | Buy |
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|
2023
Q4 | $573K | Buy |
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|
2023
Q3 | $220K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $272K | Sell |
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|
2022
Q4 | $272K | Buy |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $295K | Sell |
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|
2021
Q4 | $362K | Buy |
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|
2021
Q3 | $283K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $323K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $212K | Buy |
|