Meridian Wealth 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 | $1.38M | Buy |
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|
2025
Q2 | $428K | Buy |
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|
2025
Q1 | $297K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $231K | Hold |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $244K | Buy |
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|
2022
Q1 | $238K | Sell |
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|
2021
Q4 | $360K | Buy |
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|
2021
Q3 | $321K | Sell |
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|
2021
Q2 | $325K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $354K | Sell |
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|
2020
Q1 | $326K | Buy |
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|
2019
Q4 | $478K | Buy |
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|
2019
Q3 | $428K | Sell |
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|
2019
Q2 | $4.35K | Buy |
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|
2019
Q1 | $494K | Buy |
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|
2018
Q4 | $459K | Buy |
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|
2018
Q3 | $482K | Sell |
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|
2018
Q2 | $539K | Buy |
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|
2018
Q1 | $514K | Buy |
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|
2017
Q4 | $526K | Hold |
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|
2017
Q3 | $526K | Buy |
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|
2017
Q2 | $504K | Sell |
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|
2017
Q1 | $472K | Buy |
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|
2016
Q4 | $429K | Buy |
|