Valeo 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 | $678K | Sell |
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|
2025
Q1 | $825K | Buy |
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|
2024
Q4 | $695K | Buy |
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|
2024
Q3 | $640K | Buy |
|
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|
2024
Q2 | $511K | Sell |
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|
2024
Q1 | $634K | Sell |
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|
2023
Q4 | $580K | Buy |
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|
2023
Q3 | $442K | Sell |
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|
2023
Q2 | $892K | Buy |
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|
2023
Q1 | $887K | Buy |
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|
2022
Q4 | $842K | Buy |
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|
2022
Q3 | $640K | Buy |
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|
2022
Q2 | $646K | Sell |
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|
2022
Q1 | $770K | Buy |
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|
2021
Q4 | $896K | Buy |
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|
2021
Q3 | $790K | Buy |
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|
2021
Q2 | $766K | Sell |
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|
2021
Q1 | $808K | Buy |
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|
2020
Q4 | $104K | Buy |
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|
2020
Q3 | $62K | Sell |
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|
2020
Q2 | $70K | Buy |
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|
2020
Q1 | $67K | Buy |
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|
2019
Q4 | $89K | Buy |
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|
2019
Q3 | $80K | Sell |
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|
2019
Q2 | $281K | Sell |
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|
2019
Q1 | $673K | Buy |
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|
2018
Q4 | $627K | Sell |
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|
2018
Q3 | $675K | Buy |
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|
2018
Q2 | $711K | Sell |
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|
2018
Q1 | $737K | Buy |
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|
2017
Q4 | $764K | Buy |
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|
2017
Q3 | $570K | Buy |
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