OWA
Outlook Wealth Advisors’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
11,607
-39
| -0.3% | -$3.55K | 0.27% | 71 |
|
|
2025
Q1 | $977K | Sell |
11,646
-119
| -1% | -$9.98K | 0.27% | 72 |
|
|
2024
Q4 | $904K | Sell |
11,765
-87
| -0.7% | -$6.68K | 0.26% | 75 |
|
|
2024
Q3 | $852K | Sell |
11,852
-283
| -2% | -$20.3K | 0.24% | 80 |
|
|
2024
Q2 | $727K | Sell |
12,135
-406
| -3% | -$24.3K | 0.23% | 88 |
|
|
2024
Q1 | $723K | Sell |
12,541
-1,178
| -9% | -$67.9K | 0.22% | 92 |
|
|
2023
Q4 | $714K | Sell |
13,719
-2,794
| -17% | -$145K | 0.25% | 83 |
|
|
2023
Q3 | $704K | Buy |
16,513
+405
| +3% | +$17.3K | 0.27% | 90 |
|
|
2023
Q2 | $717K | Buy |
16,108
+2,252
| +16% | +$100K | 0.27% | 93 |
|
|
2023
Q1 | $630K | Buy |
13,856
+224
| +2% | +$10.2K | 0.28% | 95 |
|
|
2022
Q4 | $621K | Sell |
13,632
-97
| -0.7% | -$4.42K | 0.29% | 92 |
|
|
2022
Q3 | $529K | Buy |
13,729
+41
| +0.3% | +$1.58K | 0.24% | 106 |
|
|
2022
Q2 | $571K | Buy |
13,688
+543
| +4% | +$22.7K | 0.23% | 116 |
|
|
2022
Q1 | $652K | Sell |
13,145
-68
| -0.5% | -$3.37K | 0.22% | 114 |
|
|
2021
Q4 | $767K | Buy |
13,213
+365
| +3% | +$21.2K | 0.23% | 102 |
|
|
2021
Q3 | $666K | Buy |
12,848
+226
| +2% | +$11.7K | 0.22% | 112 |
|
|
2021
Q2 | $647K | Buy |
12,622
+1,005
| +9% | +$51.5K | 0.21% | 122 |
|
|
2021
Q1 | $549K | Buy |
11,617
+284
| +3% | +$13.4K | 0.19% | 134 |
|
|
2020
Q4 | $481K | Buy |
11,333
+399
| +4% | +$16.9K | 0.18% | 133 |
|
|
2020
Q3 | $375K | Buy |
10,934
+708
| +7% | +$24.3K | 0.15% | 133 |
|
|
2020
Q2 | $395K | Buy |
+10,226
| New | +$395K | 0.17% | 123 |
|