MSWM
McGlone Suttner Wealth Management’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 | $806K | Buy |
8,841
+680
| +8% | +$62K | 0.12% | 85 |
|
|
2025
Q1 | $684K | Buy |
8,161
+1,077
| +15% | +$90.3K | 0.11% | 88 |
|
|
2024
Q4 | $544K | Buy |
7,084
+414
| +6% | +$31.8K | 0.09% | 96 |
|
|
2024
Q3 | $479K | Buy |
6,670
+1,765
| +36% | +$127K | 0.1% | 103 |
|
|
2024
Q2 | $255K | Sell |
4,905
-1,000
| -17% | -$52.1K | 0.05% | 131 |
|
|
2024
Q1 | $340K | Buy |
5,905
+1,000
| +20% | +$57.6K | 0.06% | 121 |
|
|
2023
Q4 | $255K | Buy |
+4,905
| New | +$255K | 0.05% | 131 |
|