Meridian Wealth Management’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
4,695
+1,155
| +33% | +$105K | 0.02% | 488 |
|
|
2025
Q1 | $297K | Buy |
+3,540
| New | +$297K | 0.01% | 524 |
|
|
2023
Q2 | – | Sell |
-5,087
| Closed | -$231K | – | 550 |
|
|
2023
Q1 | $231K | Hold |
5,087
| – | – | 0.02% | 483 |
|
|
2022
Q4 | $232K | Buy |
+5,087
| New | +$232K | 0.02% | 463 |
|
|
2022
Q3 | – | Sell |
-5,849
| Closed | -$244K | – | 500 |
|
|
2022
Q2 | $244K | Buy |
5,849
+1,049
| +22% | +$43.8K | 0.02% | 477 |
|
|
2022
Q1 | $238K | Sell |
4,800
-1,398
| -23% | -$69.3K | 0.03% | 349 |
|
|
2021
Q4 | $360K | Buy |
6,198
+8
| +0.1% | +$465 | 0.04% | 288 |
|
|
2021
Q3 | $321K | Sell |
6,190
-152
| -2% | -$7.88K | 0.04% | 295 |
|
|
2021
Q2 | $325K | Buy |
+6,342
| New | +$325K | 0.04% | 291 |
|
|
2020
Q3 | – | Sell |
-9,177
| Closed | -$354K | – | 259 |
|
|
2020
Q2 | $354K | Sell |
9,177
-520
| -5% | -$20.1K | 0.12% | 148 |
|
|
2020
Q1 | $326K | Buy |
9,697
+183
| +2% | +$6.15K | 0.14% | 147 |
|
|
2019
Q4 | $478K | Buy |
9,514
+56
| +0.6% | +$2.81K | 0.23% | 90 |
|
|
2019
Q3 | $428K | Sell |
9,458
-399
| -4% | -$18.1K | 0.2% | 102 |
|
|
2019
Q2 | $4.35K | Buy |
9,857
+51
| +0.5% | +$23 | 0.18% | 95 |
|
|
2019
Q1 | $494K | Buy |
9,806
+47
| +0.5% | +$2.37K | 0.22% | 84 |
|
|
2018
Q4 | $459K | Buy |
9,759
+310
| +3% | +$14.6K | 0.27% | 73 |
|
|
2018
Q3 | $482K | Sell |
9,449
-555
| -6% | -$28.3K | 0.21% | 87 |
|
|
2018
Q2 | $539K | Buy |
10,004
+37
| +0.4% | +$1.99K | 0.25% | 77 |
|
|
2018
Q1 | $514K | Buy |
9,967
+50
| +0.5% | +$2.58K | 0.26% | 82 |
|
|
2017
Q4 | $526K | Hold |
9,917
| – | – | 0.32% | 73 |
|
|
2017
Q3 | $526K | Buy |
9,917
+37
| +0.4% | +$1.96K | 0.33% | 74 |
|
|
2017
Q2 | $504K | Sell |
9,880
-116
| -1% | -$5.92K | 0.32% | 76 |
|
|
2017
Q1 | $472K | Buy |
9,996
+950
| +11% | +$44.9K | 0.28% | 86 |
|
|
2016
Q4 | $429K | Buy |
+9,046
| New | +$429K | 0.34% | 70 |
|