Wealth Advisors of Tampa Bay’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 | $5.94M | Sell |
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|
2025
Q1 | $5.55M | Sell |
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|
2024
Q4 | $5.2M | Sell |
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|
2024
Q3 | $4.96M | Sell |
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|
2024
Q2 | $4.24M | Buy |
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|
2024
Q1 | $4.07M | Sell |
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|
2023
Q4 | $3.7M | Sell |
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|
2023
Q3 | $6M | Buy |
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|
2023
Q2 | $3.15M | Buy |
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|
2023
Q1 | $3.07M | Buy |
|
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|
2022
Q4 | $2.98M | Buy |
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|
2022
Q3 | $2.5M | Sell |
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|
2022
Q2 | $5.33M | Buy |
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|
2022
Q1 | $6.24M | Buy |
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|
2021
Q4 | $7.1M | Buy |
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|
2021
Q3 | $3.16M | Sell |
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|
2021
Q2 | $3.14M | Sell |
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|
2021
Q1 | $2.9M | Buy |
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|
2020
Q4 | $2.43M | Buy |
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|
2020
Q3 | $1.9M | Buy |
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|
2020
Q2 | $2.08M | Buy |
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|
2020
Q1 | $1.47M | Buy |
|