Waverly 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 | $1.83M | Sell |
|
|||||
|
2025
Q1 | $1.86M | Buy |
|
|||||
|
2024
Q4 | $1.5M | Buy |
|
|||||
|
2024
Q3 | $1.21M | Buy |
|
|||||
|
2024
Q2 | $976K | Buy |
|
|||||
|
2024
Q1 | $936K | Hold |
|
|||||
|
2023
Q4 | $846K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $778K | Sell |
|
|||||
|
2017
Q3 | $767K | Buy |
|
|||||
|
2017
Q2 | $640K | Buy |
|
|||||
|
2017
Q1 | $583K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $57K | Buy |
|
|||||
|
2015
Q2 | $39K | Hold |
|
|||||
|
2015
Q1 | $37K | Hold |
|
|||||
|
2014
Q4 | $37K | Sell |
|
|||||
|
2014
Q3 | $42K | Sell |
|
|||||
|
2014
Q2 | $46K | Sell |
|
|||||
|
2014
Q1 | $69K | Sell |
|
|||||
|
2013
Q4 | $111K | Hold |
|
|||||
|
2013
Q3 | $96K | Buy |
|