Prestige Wealth Management Group’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 | $168K | Hold |
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|
2025
Q1 | $155K | Hold |
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|
2024
Q4 | $142K | Hold |
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|
2024
Q3 | $133K | Hold |
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|
2024
Q2 | $111K | Hold |
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|
2024
Q1 | $106K | Hold |
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|
2023
Q4 | $96.1K | Hold |
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|
2023
Q3 | $78.8K | Hold |
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|
2023
Q2 | $82.2K | Hold |
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|
2023
Q1 | $83.9K | Sell |
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|
2022
Q4 | $89.4K | Buy |
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|
2022
Q3 | $72K | Sell |
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|
2022
Q2 | $79K | Buy |
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|
2022
Q1 | $92K | Hold |
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|
2021
Q4 | $109K | Hold |
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|
2021
Q3 | $96K | Hold |
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|
2021
Q2 | $95K | Sell |
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|
2021
Q1 | $102K | Buy |
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|
2020
Q4 | $79K | Sell |
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|
2020
Q3 | $79K | Hold |
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|
2020
Q2 | $88K | Sell |
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|
2020
Q1 | $81K | Sell |
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|
2019
Q4 | $347K | Sell |
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|
2019
Q3 | $316K | Sell |
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|
2019
Q2 | $314K | Sell |
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|
2019
Q1 | $421K | Sell |
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|
2018
Q4 | $407K | Buy |
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