Washington Trust Advisors’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 | $238K | Buy |
2,608
+4
| +0.2% | +$364 | 0.02% | 189 |
|
|
2025
Q1 | $218K | Hold |
2,604
| – | – | 0.02% | 190 |
|
|
2024
Q4 | $200K | Hold |
2,604
| – | – | 0.02% | 198 |
|
|
2024
Q3 | $187K | Buy |
2,604
+10
| +0.4% | +$719 | 0.02% | 205 |
|
|
2024
Q2 | $155K | Buy |
2,594
+123
| +5% | +$7.37K | 0.01% | 215 |
|
|
2024
Q1 | $142K | Buy |
2,471
+30
| +1% | +$1.73K | 0.01% | 216 |
|
|
2023
Q4 | $127K | Buy |
2,441
+42
| +2% | +$2.19K | 0.01% | 222 |
|
|
2023
Q3 | $102K | Buy |
2,399
+39
| +2% | +$1.66K | 0.01% | 236 |
|
|
2023
Q2 | $105K | Buy |
2,360
+26
| +1% | +$1.16K | 0.01% | 233 |
|
|
2023
Q1 | $106K | Buy |
2,334
+104
| +5% | +$4.73K | 0.01% | 236 |
|
|
2022
Q4 | $102K | Hold |
2,230
| – | – | 0.01% | 248 |
|
|
2022
Q3 | $86K | Hold |
2,230
| – | – | 0.01% | 304 |
|
|
2022
Q2 | $93K | Hold |
2,230
| – | – | 0.01% | 306 |
|
|
2022
Q1 | $111K | Sell |
2,230
-1,132
| -34% | -$56.3K | 0.01% | 317 |
|
|
2021
Q4 | $195K | Buy |
+3,362
| New | +$195K | 0.01% | 255 |
|