Valmark Advisers’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 | $1.4M | Sell |
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|
2025
Q2 | $1.17M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $974K | Buy |
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|
2024
Q3 | $908K | Buy |
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|
2024
Q2 | $735K | Buy |
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|
2024
Q1 | $702K | Sell |
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|
2023
Q4 | $640K | Sell |
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|
2023
Q3 | $526K | Sell |
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|
2023
Q2 | $553K | Buy |
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|
2023
Q1 | $561K | Sell |
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|
2022
Q4 | $565K | Hold |
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|
2022
Q3 | $478K | Sell |
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|
2022
Q2 | $685K | Sell |
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|
2022
Q1 | $816K | Hold |
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|
2021
Q4 | $955K | Sell |
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|
2021
Q3 | $858K | Sell |
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|
2021
Q2 | $861K | Buy |
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|
2021
Q1 | $761K | Buy |
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|
2020
Q4 | $661K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $234K | Sell |
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|
2019
Q3 | $211K | Buy |
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|
2019
Q2 | $205K | Hold |
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|
2019
Q1 | $234K | Hold |
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|
2018
Q4 | $218K | Buy |
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