Moneta Group Investment Advisors’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 | $631K | Buy |
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|
2025
Q1 | $507K | Buy |
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|
2024
Q4 | $450K | Buy |
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|
2024
Q3 | $417K | Sell |
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|
2024
Q2 | $385K | Sell |
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|
2024
Q1 | $605K | Buy |
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|
2023
Q4 | $280K | Buy |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $277K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $689K | Buy |
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|
2022
Q1 | $405K | Sell |
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|
2021
Q4 | $474K | Buy |
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|
2021
Q3 | $389K | Sell |
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|
2021
Q2 | $576K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $25K | Buy |
|