TCV Trust & 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 | $946K | Sell |
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|
2025
Q2 | $813K | Hold |
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|
2025
Q1 | $748K | Sell |
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|
2024
Q4 | $696K | Sell |
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|
2024
Q3 | $659K | Sell |
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|
2024
Q2 | $595K | Hold |
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|
2024
Q1 | $573K | Hold |
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|
2023
Q4 | $517K | Buy |
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|
2023
Q3 | $413K | Hold |
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|
2023
Q2 | $431K | Hold |
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|
2023
Q1 | $440K | Buy |
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|
2022
Q4 | $383K | Hold |
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|
2022
Q3 | $324K | Sell |
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|
2022
Q2 | $369K | Buy |
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|
2022
Q1 | $414K | Hold |
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|
2021
Q4 | $484K | Sell |
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|
2021
Q3 | $450K | Hold |
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|
2021
Q2 | $443K | Buy |
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|
2021
Q1 | $374K | Sell |
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|
2020
Q4 | $360K | Hold |
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|
2020
Q3 | $292K | Hold |
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|
2020
Q2 | $328K | Hold |
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|
2020
Q1 | $286K | Hold |
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|
2019
Q4 | $427K | Hold |
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|
2019
Q3 | $384K | Hold |
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|
2019
Q2 | $375K | Hold |
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|
2019
Q1 | $428K | Sell |
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|
2018
Q4 | $402K | Sell |
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|
2018
Q3 | $442K | Buy |
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|
2018
Q2 | $461K | Buy |
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