Valley Wealth Managers’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $80.7K | Buy |
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|
2025
Q4 | $34.8K | Hold |
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|
2025
Q3 | $32.7K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $15K | Hold |
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|
2022
Q3 | $13K | Sell |
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|
2022
Q2 | $16K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $228K | Hold |
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|
2021
Q3 | $204K | Sell |
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|
2021
Q2 | $217K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $253K | Hold |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $345K | Hold |
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|
2019
Q3 | $310K | Hold |
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|
2019
Q2 | $302K | Buy |
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|
2019
Q1 | $342K | Sell |
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|
2018
Q4 | $499K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3K | Buy |
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