Modera 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 | $548K | Sell |
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|
2025
Q2 | $477K | Buy |
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|
2025
Q1 | $437K | Sell |
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|
2024
Q4 | $490K | Sell |
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|
2024
Q3 | $530K | Sell |
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|
2024
Q2 | $454K | Buy |
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|
2024
Q1 | $434K | Buy |
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|
2023
Q4 | $379K | Buy |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $249K | Sell |
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|
2021
Q4 | $499K | Buy |
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|
2021
Q3 | $204K | Sell |
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|
2021
Q2 | $227K | Sell |
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|
2021
Q1 | $292K | Hold |
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|
2020
Q4 | $262K | Buy |
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|
2020
Q3 | $209K | Hold |
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|
2020
Q2 | $235K | Buy |
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|
2020
Q1 | $203K | Buy |
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|
2019
Q4 | $280K | Sell |
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|
2019
Q3 | $254K | Hold |
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|
2019
Q2 | $248K | Hold |
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|
2019
Q1 | $283K | Hold |
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|
2018
Q4 | $264K | Hold |
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|
2018
Q3 | $286K | Hold |
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|
2018
Q2 | $303K | Hold |
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|
2018
Q1 | $289K | Hold |
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|
2017
Q4 | $302K | Sell |
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|
2017
Q3 | $298K | Hold |
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|
2017
Q2 | $287K | Sell |
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|
2017
Q1 | $353K | Sell |
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|
2016
Q4 | $452K | Buy |
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|
2016
Q3 | $315K | Sell |
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|
2016
Q2 | $382K | Buy |
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