United Capital Financial Advisors’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
Q2 | $2.95M | Buy |
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|
2025
Q1 | $2.69M | Buy |
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|
2024
Q4 | $2.41M | Buy |
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|
2024
Q3 | $2.24M | Buy |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $1.84M | Sell |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $678K | Sell |
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|
2023
Q2 | $746K | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $881K | Buy |
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|
2022
Q3 | $586K | Sell |
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|
2022
Q2 | $701K | Buy |
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|
2022
Q1 | $695K | Sell |
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|
2021
Q4 | $820K | Sell |
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|
2021
Q3 | $759K | Sell |
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|
2021
Q2 | $839K | Buy |
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|
2021
Q1 | $692K | Sell |
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $976K | Sell |
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|
2020
Q2 | $1.11M | Sell |
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|
2020
Q1 | $984K | Sell |
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|
2019
Q4 | $1.8M | Buy |
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|
2019
Q3 | $1.47M | Sell |
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|
2019
Q2 | $10.4M | Buy |
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|
2019
Q1 | $11.8M | Buy |
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|
2018
Q4 | $10.7M | Buy |
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|
2018
Q3 | $11.4M | Buy |
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|
2018
Q2 | $11.8M | Buy |
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|
2018
Q1 | $11M | Buy |
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|
2017
Q4 | $11.5M | Buy |
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|
2017
Q3 | $11.1M | Buy |
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|
2017
Q2 | $10.7M | Buy |
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|
2017
Q1 | $9.77M | Buy |
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|
2016
Q4 | $9.7M | Sell |
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|
2016
Q3 | $8.3M | Sell |
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|
2016
Q2 | $8.13M | Buy |
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|
2016
Q1 | $7.6M | Buy |
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|
2015
Q4 | $8.33M | Sell |
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|
2015
Q3 | $8.14M | Sell |
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|
2015
Q2 | $9.27M | Buy |
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|
2015
Q1 | $2.49M | Sell |
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|
2014
Q4 | $2.8M | Buy |
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|
2014
Q3 | $1.85M | Sell |
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|
2014
Q2 | $1.86M | Sell |
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|
2014
Q1 | $1.78M | Buy |
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|
2013
Q4 | $1.51M | Sell |
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|
2013
Q3 | $1.33M | Buy |
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|
2013
Q2 | $915K | Buy |
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