Spire 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 | $363K | Buy |
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|
2025
Q2 | $281K | Sell |
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|
2025
Q1 | $5.54M | Buy |
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|
2024
Q4 | $653K | Buy |
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|
2024
Q3 | $232K | Sell |
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|
2024
Q2 | $211K | Sell |
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|
2024
Q1 | $265K | Sell |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $209K | Sell |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $155K | Buy |
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|
2022
Q3 | $128K | Sell |
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|
2022
Q2 | $399K | Sell |
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|
2022
Q1 | $553K | Sell |
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|
2021
Q4 | $761K | Buy |
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|
2021
Q3 | $467K | Sell |
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|
2021
Q2 | $488K | Sell |
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|
2021
Q1 | $557K | Buy |
|