SVB Wealth’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
22,140
-13,722
| -38% | -$1.25M | 0.11% | 161 |
|
|
2025
Q1 | $3.01M | Sell |
35,862
-9,288
| -21% | -$779K | 0.12% | 93 |
|
|
2024
Q4 | $3.47M | Buy |
+45,150
| New | +$3.47M | 0.06% | 175 |
|
|
2024
Q3 | – | Sell |
-78,678
| Closed | -$4.71M | – | 87 |
|
|
2024
Q2 | $4.71M | Sell |
78,678
-26,108
| -25% | -$1.56M | 0.12% | 159 |
|
|
2024
Q1 | $6.04M | Sell |
104,786
-137,059
| -57% | -$7.9M | 0.13% | 152 |
|
|
2023
Q4 | $12.6M | Sell |
241,845
-75,063
| -24% | -$3.91M | 0.31% | 85 |
|
|
2023
Q3 | $13.5M | Sell |
316,908
-32,316
| -9% | -$1.38M | 0.3% | 84 |
|
|
2023
Q2 | $15.5M | Sell |
349,224
-111,198
| -24% | -$4.95M | 0.28% | 81 |
|
|
2023
Q1 | $20.9M | Sell |
460,422
-35,910
| -7% | -$1.63M | 0.29% | 66 |
|
|
2022
Q4 | $22.6M | Sell |
496,332
-7,301
| -1% | -$332K | 0.31% | 70 |
|
|
2022
Q3 | $19.4M | Sell |
503,633
-22,394
| -4% | -$863K | 0.28% | 70 |
|
|
2022
Q2 | $21.9M | Buy |
526,027
+10,011
| +2% | +$418K | 0.34% | 62 |
|
|
2022
Q1 | $25.6M | Buy |
516,016
+48,119
| +10% | +$2.39M | 0.34% | 57 |
|
|
2021
Q4 | $27.2M | Buy |
467,897
+1,672
| +0.4% | +$97.1K | 0.45% | 53 |
|
|
2021
Q3 | $24.2M | Buy |
466,225
+6,044
| +1% | +$313K | 0.31% | 60 |
|
|
2021
Q2 | $23.6M | Buy |
460,181
+11,291
| +3% | +$578K | 0.3% | 63 |
|
|
2021
Q1 | $21.2M | Buy |
448,890
+94,237
| +27% | +$4.46M | 0.3% | 61 |
|
|
2020
Q4 | $15.1M | Buy |
354,653
+340,787
| +2,458% | +$14.5M | 0.22% | 83 |
|
|
2020
Q3 | $476K | Buy |
13,866
+2,744
| +25% | +$94.2K | 0.01% | 419 |
|
|
2020
Q2 | $430K | Buy |
11,122
+359
| +3% | +$13.9K | 0.01% | 388 |
|
|
2020
Q1 | $362K | Sell |
10,763
-709
| -6% | -$23.8K | 0.01% | 364 |
|
|
2019
Q4 | $577K | Buy |
11,472
+1,173
| +11% | +$59K | 0.01% | 387 |
|
|
2019
Q3 | $466K | Sell |
10,299
-4,524
| -31% | -$205K | 0.01% | 386 |
|
|
2019
Q2 | $654K | Sell |
14,823
-220
| -1% | -$9.71K | 0.02% | 346 |
|
|
2019
Q1 | $759K | Sell |
15,043
-2,319
| -13% | -$117K | 0.03% | 252 |
|
|
2018
Q4 | $817K | Buy |
17,362
+48
| +0.3% | +$2.26K | 0.03% | 236 |
|
|
2018
Q3 | $883K | Buy |
17,314
+52
| +0.3% | +$2.65K | 0.03% | 265 |
|
|
2018
Q2 | $931K | Sell |
17,262
-73
| -0.4% | -$3.94K | 0.04% | 255 |
|
|
2018
Q1 | $893K | Sell |
17,335
-853
| -5% | -$43.9K | 0.03% | 280 |
|
|
2017
Q4 | $980K | Buy |
18,188
+7
| +0% | +$377 | 0.04% | 260 |
|
|
2017
Q3 | $964K | Sell |
18,181
-110
| -0.6% | -$5.83K | 0.04% | 259 |
|
|
2017
Q2 | $933K | Sell |
18,291
-405
| -2% | -$20.7K | 0.04% | 269 |
|
|
2017
Q1 | $883K | Buy |
18,696
+235
| +1% | +$11.1K | 0.04% | 266 |
|
|
2016
Q4 | $875K | Buy |
18,461
+1,816
| +11% | +$86.1K | 0.04% | 264 |
|
|
2016
Q3 | $664K | Sell |
16,645
-74
| -0.4% | -$2.95K | 0.03% | 296 |
|
|
2016
Q2 | $650K | Sell |
16,719
-1,849
| -10% | -$71.9K | 0.03% | 306 |
|
|
2016
Q1 | $684K | Sell |
18,568
-2,915
| -14% | -$107K | 0.03% | 301 |
|
|
2015
Q4 | $886K | Sell |
21,483
-907
| -4% | -$37.4K | 0.03% | 282 |
|
|
2015
Q3 | $877K | Buy |
22,390
+4,435
| +25% | +$174K | 0.03% | 309 |
|
|
2015
Q2 | $754K | Buy |
17,955
+1,239
| +7% | +$52K | 0.03% | 355 |
|
|
2015
Q1 | $673K | Sell |
16,716
-63
| -0.4% | -$2.54K | 0.02% | 366 |
|
|
2014
Q4 | $681K | Buy |
+16,779
| New | +$681K | 0.02% | 355 |
|