MWM
MinichMacGregor 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 | $267K | Sell |
2,926
-458
| -14% | -$41.7K | 0.06% | 104 |
|
|
2025
Q1 | $284K | Buy |
+3,384
| New | +$284K | 0.06% | 99 |
|
|
2018
Q4 | – | Sell |
-4,996
| Closed | -$259K | – | 141 |
|
|
2018
Q3 | $259K | Sell |
4,996
-4,892
| -49% | -$254K | 0.17% | 35 |
|
|
2018
Q2 | $534K | Buy |
9,888
+25
| +0.3% | +$1.35K | 0.38% | 28 |
|
|
2018
Q1 | $508K | Hold |
9,863
| – | – | 0.4% | 25 |
|
|
2017
Q4 | $531K | Hold |
9,863
| – | – | 0.41% | 24 |
|
|
2017
Q3 | $522K | Hold |
9,863
| – | – | 0.43% | 24 |
|
|
2017
Q2 | $503K | Hold |
9,863
| – | – | 0.44% | 24 |
|
|
2017
Q1 | $465K | Hold |
9,863
| – | – | 0.42% | 25 |
|
|
2016
Q4 | $467K | Buy |
9,863
+31
| +0.3% | +$1.47K | 0.44% | 24 |
|
|
2016
Q3 | $392K | Hold |
9,832
| – | – | 0.37% | 28 |
|
|
2016
Q2 | $381K | Hold |
9,832
| – | – | 0.36% | 28 |
|
|
2016
Q1 | $362K | Buy |
9,832
+76
| +0.8% | +$2.8K | 0.35% | 30 |
|
|
2015
Q4 | $423K | Buy |
+9,756
| New | +$423K | 0.39% | 29 |
|