WWA
WCG Wealth Advisors’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
20,257
-131
| -0.6% | -$11.9K | 0.12% | 168 |
|
|
2025
Q1 | $1.71M | Sell |
20,388
-2,168
| -10% | -$182K | 0.13% | 156 |
|
|
2024
Q4 | $1.73M | Buy |
22,556
+1,011
| +5% | +$77.7K | 0.11% | 162 |
|
|
2024
Q3 | $1.55M | Buy |
21,545
+223
| +1% | +$16K | 0.1% | 180 |
|
|
2024
Q2 | $1.28M | Sell |
21,322
-3,731
| -15% | -$223K | 0.09% | 173 |
|
|
2024
Q1 | $1.44M | Sell |
25,053
-7,390
| -23% | -$426K | 0.12% | 149 |
|
|
2023
Q4 | $1.69M | Sell |
32,443
-3,612
| -10% | -$188K | 0.12% | 154 |
|
|
2023
Q3 | $1.55M | Buy |
+36,055
| New | +$1.55M | 0.11% | 152 |
|
|
2023
Q2 | – | Sell |
-57,677
| Closed | -$2.62M | – | 162 |
|
|
2023
Q1 | $2.62M | Buy |
57,677
+1,348
| +2% | +$61.3K | 0.34% | 64 |
|
|
2022
Q4 | $2.56M | Buy |
56,329
+368
| +0.7% | +$16.8K | 0.35% | 62 |
|
|
2022
Q3 | $2.27M | Sell |
55,961
-2,365
| -4% | -$95.7K | 0.3% | 68 |
|
|
2022
Q2 | $2.43M | Buy |
+58,326
| New | +$2.43M | 0.34% | 66 |
|