Mission 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 | $1.42M | Buy |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $945K | Buy |
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|
2023
Q2 | $951K | Buy |
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|
2023
Q1 | $913K | Buy |
|
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|
2022
Q4 | $909K | Buy |
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|
2022
Q3 | $744K | Sell |
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|
2022
Q2 | $830K | Buy |
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|
2022
Q1 | $811K | Buy |
|
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|
2021
Q4 | $833K | Buy |
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|
2021
Q3 | $733K | Sell |
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|
2021
Q2 | $736K | Buy |
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|
2021
Q1 | $664K | Buy |
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