Private Wealth Management Group’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 | $25.4K | Hold |
279
| – | – | 0.01% | 256 |
|
|
2025
Q1 | $23.4K | Hold |
279
| – | – | 0.01% | 266 |
|
|
2024
Q4 | $21.4K | Hold |
279
| – | – | 0.01% | 285 |
|
|
2024
Q3 | $20K | Buy |
279
+54
| +24% | +$3.88K | 0.01% | 288 |
|
|
2024
Q2 | $13.5K | Buy |
225
+68
| +43% | +$4.07K | 0.01% | 372 |
|
|
2024
Q1 | $9.05K | Sell |
157
-116
| -42% | -$6.68K | ﹤0.01% | 435 |
|
|
2023
Q4 | $14.2K | Buy |
+273
| New | +$14.2K | 0.01% | 328 |
|