Schneider Downs Wealth Management 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
Q2 | $302K | Sell |
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|
2025
Q1 | $283K | Hold |
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|
2024
Q4 | $260K | Sell |
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|
2024
Q3 | $261K | Hold |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $283K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $298K | Hold |
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|
2023
Q2 | $311K | Hold |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $338K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $219K | Hold |
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|
2022
Q1 | $261K | Sell |
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|
2021
Q4 | $332K | Buy |
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|
2021
Q3 | $226K | Sell |
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|
2021
Q2 | $240K | Buy |
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|
2021
Q1 | $221K | Sell |
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|
2020
Q4 | $206K | Buy |
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