Principle 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 | $1.53M | Buy |
16,787
+935
| +6% | +$85.2K | 0.1% | 127 |
|
|
2025
Q1 | $1.33M | Hold |
15,852
| – | – | 0.1% | 137 |
|
|
2024
Q4 | $1.22M | Sell |
15,852
-50
| -0.3% | -$3.84K | 0.09% | 141 |
|
|
2024
Q3 | $1.14M | Hold |
15,902
| – | – | 0.08% | 151 |
|
|
2024
Q2 | $952K | Hold |
15,902
| – | – | 0.07% | 159 |
|
|
2024
Q1 | $916K | Hold |
15,902
| – | – | 0.07% | 164 |
|
|
2023
Q4 | $828K | Hold |
15,902
| – | – | 0.07% | 168 |
|
|
2023
Q3 | $678K | Hold |
15,902
| – | – | 0.07% | 175 |
|
|
2023
Q2 | $708K | Hold |
15,902
| – | – | 0.07% | 166 |
|
|
2023
Q1 | $723K | Hold |
15,902
| – | – | 0.08% | 158 |
|
|
2022
Q4 | $724K | Buy |
15,902
+1,901
| +14% | +$86.5K | 0.08% | 159 |
|
|
2022
Q3 | $539 | Hold |
14,001
| – | – | 0.05% | 174 |
|
|
2022
Q2 | $584K | Buy |
14,001
+1,901
| +16% | +$79.3K | 0.07% | 179 |
|
|
2022
Q1 | $601K | Hold |
12,100
| – | – | 0.06% | 183 |
|
|
2021
Q4 | $703K | Hold |
12,100
| – | – | 0.07% | 171 |
|
|
2021
Q3 | $627K | Hold |
12,100
| – | – | 0.07% | 174 |
|
|
2021
Q2 | $620K | Hold |
12,100
| – | – | 0.07% | 177 |
|
|
2021
Q1 | $572K | Hold |
12,100
| – | – | 0.07% | 179 |
|
|
2020
Q4 | $514K | Buy |
+12,100
| New | +$514K | 0.07% | 174 |
|