Mission 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 | $1.42M | Buy |
15,599
+93
| +0.6% | +$8.47K | 0.03% | 248 |
|
|
2025
Q1 | $1.3M | Buy |
15,506
+756
| +5% | +$63.4K | 0.03% | 239 |
|
|
2024
Q4 | $1.13M | Sell |
14,750
-5,888
| -29% | -$452K | 0.03% | 250 |
|
|
2024
Q3 | $1.48M | Sell |
20,638
-482
| -2% | -$34.6K | 0.04% | 208 |
|
|
2024
Q2 | $1.26M | Sell |
21,120
-1,064
| -5% | -$63.7K | 0.03% | 218 |
|
|
2024
Q1 | $1.28M | Sell |
22,184
-1,349
| -6% | -$77.7K | 0.03% | 229 |
|
|
2023
Q4 | $1.22M | Buy |
23,533
+1,375
| +6% | +$71.6K | 0.04% | 204 |
|
|
2023
Q3 | $945K | Buy |
22,158
+803
| +4% | +$34.2K | 0.04% | 217 |
|
|
2023
Q2 | $951K | Buy |
21,355
+1,269
| +6% | +$56.5K | 0.04% | 216 |
|
|
2023
Q1 | $913K | Buy |
20,086
+126
| +0.6% | +$5.73K | 0.04% | 221 |
|
|
2022
Q4 | $909K | Buy |
19,960
+653
| +3% | +$29.7K | 0.04% | 211 |
|
|
2022
Q3 | $744K | Sell |
19,307
-595
| -3% | -$22.9K | 0.04% | 224 |
|
|
2022
Q2 | $830K | Buy |
19,902
+3,570
| +22% | +$149K | 0.04% | 210 |
|
|
2022
Q1 | $811K | Buy |
16,332
+1,990
| +14% | +$98.8K | 0.04% | 220 |
|
|
2021
Q4 | $833K | Buy |
14,342
+200
| +1% | +$11.6K | 0.04% | 203 |
|
|
2021
Q3 | $733K | Sell |
14,142
-221
| -2% | -$11.5K | 0.04% | 211 |
|
|
2021
Q2 | $736K | Buy |
14,363
+314
| +2% | +$16.1K | 0.04% | 208 |
|
|
2021
Q1 | $664K | Buy |
+14,049
| New | +$664K | 0.04% | 209 |
|