Premier Path Wealth Partners’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 | $2.18M | Buy |
23,935
+721
| +3% | +$65.7K | 0.3% | 76 |
|
|
2025
Q1 | $1.95M | Buy |
23,214
+170
| +0.7% | +$14.3K | 0.3% | 79 |
|
|
2024
Q4 | $1.77M | Buy |
23,044
+319
| +1% | +$24.5K | 0.27% | 88 |
|
|
2024
Q3 | $1.63M | Sell |
22,725
-19,661
| -46% | -$1.41M | 0.26% | 94 |
|
|
2024
Q2 | $2.54M | Buy |
42,386
+409
| +1% | +$24.5K | 0.43% | 50 |
|
|
2024
Q1 | $2.42M | Sell |
41,977
-41
| -0.1% | -$2.36K | 0.46% | 48 |
|
|
2023
Q4 | $2.18M | Buy |
+42,018
| New | +$2.18M | 0.48% | 44 |
|