Signature Wealth Management Partners’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 | $2.33M | Buy |
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|
2025
Q2 | $1.93M | Hold |
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|
2025
Q1 | $1.78M | Hold |
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|
2024
Q4 | $1.63M | Hold |
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|
2024
Q3 | $1.53M | Hold |
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|
2024
Q2 | $1.27M | Hold |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.11M | Hold |
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|
2023
Q3 | $911K | Buy |
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|
2023
Q2 | $945K | Hold |
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|
2023
Q1 | $965K | Hold |
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|
2022
Q4 | $967K | Hold |
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|
2022
Q3 | $818K | Hold |
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|
2022
Q2 | $886K | Hold |
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|
2022
Q1 | $1.05M | Hold |
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|
2021
Q4 | $1.23M | Hold |
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|
2021
Q3 | $1.1M | Hold |
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|
2021
Q2 | $1.09M | Hold |
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|
2021
Q1 | $1M | Hold |
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|
2020
Q4 | $901K | Buy |
|