Tradewinds LLC’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
Sell
-7,505
Closed -$629K 95
2025
Q1
$629K Buy
7,505
+344
+5% +$28.9K 0.18% 101
2024
Q4
$608K Sell
7,161
-115
-2% -$9.77K 0.17% 105
2024
Q3
$523K Sell
7,276
-56
-0.8% -$4.02K 0.16% 109
2024
Q2
$439K Buy
7,332
+174
+2% +$10.4K 0.14% 122
2024
Q1
$412K Buy
+7,158
New +$412K 0.2% 43
2023
Q3
$323K Sell
7,571
-111
-1% -$4.73K 0.19% 85
2023
Q2
$342K Buy
7,682
+371
+5% +$16.5K 0.2% 76
2023
Q1
$332K Buy
+7,311
New +$332K 0.2% 86
2022
Q4
Sell
-7,075
Closed -$273K 129
2022
Q3
$273K Buy
7,075
+14
+0.2% +$540 0.2% 91
2022
Q2
$295K Buy
+7,061
New +$295K 0.2% 88
2021
Q4
$380K Buy
+7,308
New +$380K 0.45% 35