One Wealth Advisors’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 | $555K | Sell |
6,095
-2,093
| -26% | -$191K | 0.08% | 145 |
|
|
2025
Q1 | $687K | Buy |
8,188
+2,720
| +50% | +$228K | 0.1% | 118 |
|
|
2024
Q4 | $420K | Buy |
5,468
+266
| +5% | +$20.4K | 0.06% | 145 |
|
|
2024
Q3 | $374K | Buy |
5,202
+889
| +21% | +$63.9K | 0.06% | 165 |
|
|
2024
Q2 | $275K | Sell |
4,313
-63
| -1% | -$4.02K | 0.06% | 168 |
|
|
2024
Q1 | $252K | Sell |
4,376
-201
| -4% | -$11.6K | 0.04% | 204 |
|
|
2023
Q4 | $238K | Buy |
+4,577
| New | +$238K | 0.05% | 189 |
|
|
2023
Q3 | – | Sell |
-5,535
| Closed | -$246K | – | 194 |
|
|
2023
Q2 | $246K | Sell |
5,535
-3,160
| -36% | -$141K | 0.05% | 174 |
|
|
2023
Q1 | $395K | Buy |
8,695
+837
| +11% | +$38K | 0.09% | 119 |
|
|
2022
Q4 | $358K | Sell |
7,858
-29
| -0.4% | -$1.32K | 0.08% | 123 |
|
|
2022
Q3 | $304K | Buy |
+7,887
| New | +$304K | 0.1% | 114 |
|