RWM
Ritholtz Wealth Management’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
30,710
+1,540
| +5% | +$140K | 0.06% | 216 |
|
|
2025
Q1 | $2.45M | Buy |
29,170
+236
| +0.8% | +$19.8K | 0.07% | 202 |
|
|
2024
Q4 | $2.22M | Buy |
28,934
+1,291
| +5% | +$99.2K | 0.07% | 209 |
|
|
2024
Q3 | $1.99M | Buy |
27,643
+2,718
| +11% | +$195K | 0.06% | 234 |
|
|
2024
Q2 | $1.49M | Sell |
24,925
-123
| -0.5% | -$7.37K | 0.05% | 254 |
|
|
2024
Q1 | $1.44M | Buy |
25,048
+1,111
| +5% | +$64K | 0.05% | 263 |
|
|
2023
Q4 | $1.25M | Buy |
23,937
+2,289
| +11% | +$119K | 0.05% | 260 |
|
|
2023
Q3 | $923K | Sell |
21,648
-5,562
| -20% | -$237K | 0.04% | 303 |
|
|
2023
Q2 | $1.21M | Sell |
27,210
-25,614
| -48% | -$1.14M | 0.05% | 222 |
|
|
2023
Q1 | $2.4M | Buy |
52,824
+4,998
| +10% | +$227K | 0.12% | 101 |
|
|
2022
Q4 | $2.18M | Buy |
47,826
+21,476
| +82% | +$978K | 0.12% | 118 |
|
|
2022
Q3 | $1.02M | Buy |
26,350
+4,474
| +20% | +$172K | 0.05% | 237 |
|
|
2022
Q2 | $912K | Buy |
21,876
+9,303
| +74% | +$388K | 0.06% | 200 |
|
|
2022
Q1 | $624K | Buy |
12,573
+7,086
| +129% | +$352K | 0.04% | 267 |
|
|
2021
Q4 | $319K | Buy |
5,487
+58
| +1% | +$3.37K | 0.02% | 395 |
|
|
2021
Q3 | $281K | Buy |
5,429
+37
| +0.7% | +$1.92K | 0.02% | 382 |
|
|
2021
Q2 | $276K | Hold |
5,392
| – | – | 0.02% | 383 |
|
|
2021
Q1 | $255K | Sell |
5,392
-50
| -0.9% | -$2.37K | 0.02% | 353 |
|
|
2020
Q4 | $231K | Buy |
+5,442
| New | +$231K | 0.02% | 307 |
|