Ritholtz Wealth Management’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
Q3 | $3.35M | Hold |
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|
2025
Q2 | $2.8M | Buy |
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|
2025
Q1 | $2.45M | Buy |
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|
2024
Q4 | $2.22M | Buy |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $1.49M | Sell |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $923K | Sell |
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|
2023
Q2 | $1.21M | Sell |
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|
2023
Q1 | $2.4M | Buy |
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|
2022
Q4 | $2.18M | Buy |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $912K | Buy |
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|
2022
Q1 | $624K | Buy |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | $281K | Buy |
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|
2021
Q2 | $276K | Hold |
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|
2021
Q1 | $255K | Sell |
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|
2020
Q4 | $231K | Buy |
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