Pinnacle Wealth Planning Services’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 | $680K | Buy |
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|
2025
Q1 | $495K | Buy |
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|
2024
Q4 | $443K | Sell |
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|
2024
Q3 | $542K | Sell |
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|
2024
Q2 | $456K | Buy |
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|
2024
Q1 | $436K | Buy |
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|
2023
Q4 | $387K | Sell |
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $337K | Sell |
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|
2023
Q1 | $365K | Sell |
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|
2022
Q4 | $366K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $222K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $341K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $18K | Buy |
|