Sax Wealth Advisors’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 | $672K | Buy |
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|
2025
Q2 | $499K | Buy |
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|
2025
Q1 | $443K | Buy |
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|
2024
Q4 | $397K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $272K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $233K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $204K | Hold |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Hold |
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|
2021
Q4 | $260K | Sell |
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|
2021
Q3 | $310K | Hold |
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|
2021
Q2 | $306K | Hold |
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|
2021
Q1 | $283K | Hold |
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|
2020
Q4 | $254K | Buy |
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