SVB Wealth’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 | $2.42M | Buy |
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|
2025
Q2 | $2.02M | Sell |
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|
2025
Q1 | $3.01M | Sell |
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|
2024
Q4 | $3.47M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $4.71M | Sell |
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|
2024
Q1 | $6.04M | Sell |
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|
2023
Q4 | $12.6M | Sell |
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|
2023
Q3 | $13.5M | Sell |
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|
2023
Q2 | $15.5M | Sell |
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|
2023
Q1 | $20.9M | Sell |
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|
2022
Q4 | $22.6M | Sell |
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|
2022
Q3 | $19.4M | Sell |
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|
2022
Q2 | $21.9M | Buy |
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|
2022
Q1 | $25.6M | Buy |
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|
2021
Q4 | $27.2M | Buy |
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|
2021
Q3 | $24.2M | Buy |
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|
2021
Q2 | $23.6M | Buy |
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|
2021
Q1 | $21.2M | Buy |
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|
2020
Q4 | $15.1M | Buy |
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|
2020
Q3 | $476K | Buy |
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|
2020
Q2 | $430K | Buy |
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|
2020
Q1 | $362K | Sell |
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|
2019
Q4 | $577K | Buy |
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|
2019
Q3 | $466K | Sell |
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|
2019
Q2 | $654K | Sell |
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|
2019
Q1 | $759K | Sell |
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|
2018
Q4 | $817K | Buy |
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|
2018
Q3 | $883K | Buy |
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|
2018
Q2 | $931K | Sell |
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|
2018
Q1 | $893K | Sell |
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|
2017
Q4 | $980K | Buy |
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|
2017
Q3 | $964K | Sell |
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|
2017
Q2 | $933K | Sell |
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|
2017
Q1 | $883K | Buy |
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|
2016
Q4 | $875K | Buy |
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|
2016
Q3 | $664K | Sell |
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|
2016
Q2 | $650K | Sell |
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|
2016
Q1 | $684K | Sell |
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|
2015
Q4 | $886K | Sell |
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|
2015
Q3 | $877K | Buy |
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|
2015
Q2 | $754K | Buy |
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|
2015
Q1 | $673K | Sell |
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|
2014
Q4 | $681K | Buy |
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