Principle Wealth Partners’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 | $1.53M | Buy |
|
|||||
|
2025
Q1 | $1.33M | Hold |
|
|||||
|
2024
Q4 | $1.22M | Sell |
|
|||||
|
2024
Q3 | $1.14M | Hold |
|
|||||
|
2024
Q2 | $952K | Hold |
|
|||||
|
2024
Q1 | $916K | Hold |
|
|||||
|
2023
Q4 | $828K | Hold |
|
|||||
|
2023
Q3 | $678K | Hold |
|
|||||
|
2023
Q2 | $708K | Hold |
|
|||||
|
2023
Q1 | $723K | Hold |
|
|||||
|
2022
Q4 | $724K | Buy |
|
|||||
|
2022
Q3 | $539 | Hold |
|
|||||
|
2022
Q2 | $584K | Buy |
|
|||||
|
2022
Q1 | $601K | Hold |
|
|||||
|
2021
Q4 | $703K | Hold |
|
|||||
|
2021
Q3 | $627K | Hold |
|
|||||
|
2021
Q2 | $620K | Hold |
|
|||||
|
2021
Q1 | $572K | Hold |
|
|||||
|
2020
Q4 | $514K | Buy |
|