MinichMacGregor 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
Q2 | $267K | Sell |
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|
2025
Q1 | $284K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $259K | Sell |
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|
2018
Q2 | $534K | Buy |
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|
2018
Q1 | $508K | Hold |
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|
2017
Q4 | $531K | Hold |
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|
2017
Q3 | $522K | Hold |
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|
2017
Q2 | $503K | Hold |
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|
2017
Q1 | $465K | Hold |
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|
2016
Q4 | $467K | Buy |
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|
2016
Q3 | $392K | Hold |
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|
2016
Q2 | $381K | Hold |
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|
2016
Q1 | $362K | Buy |
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|
2015
Q4 | $423K | Buy |
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