WAOTB
Wealth Advisors of Tampa Bay’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 | $5.94M | Sell |
65,190
-975
| -1% | -$88.8K | 2.24% | 11 |
|
|
2025
Q1 | $5.55M | Sell |
66,165
-1,555
| -2% | -$130K | 2.26% | 12 |
|
|
2024
Q4 | $5.2M | Sell |
67,720
-1,295
| -2% | -$99.5K | 2.23% | 13 |
|
|
2024
Q3 | $4.96M | Sell |
69,015
-1,835
| -3% | -$132K | 2.07% | 13 |
|
|
2024
Q2 | $4.24M | Buy |
70,850
+135
| +0.2% | +$8.09K | 1.98% | 15 |
|
|
2024
Q1 | $4.07M | Sell |
70,715
-285
| -0.4% | -$16.4K | 1.94% | 17 |
|
|
2023
Q4 | $3.7M | Sell |
71,000
-69,660
| -50% | -$3.63M | 1.86% | 19 |
|
|
2023
Q3 | $6M | Buy |
140,660
+69,945
| +99% | +$2.98M | 1.65% | 24 |
|
|
2023
Q2 | $3.15M | Buy |
70,715
+3,190
| +5% | +$142K | 1.73% | 25 |
|
|
2023
Q1 | $3.07M | Buy |
67,525
+2,075
| +3% | +$94.3K | 1.76% | 25 |
|
|
2022
Q4 | $2.98M | Buy |
65,450
+582
| +0.9% | +$26.5K | 1.84% | 24 |
|
|
2022
Q3 | $2.5M | Sell |
64,868
-62,838
| -49% | -$2.42M | 1.71% | 27 |
|
|
2022
Q2 | $5.33M | Buy |
127,706
+1,920
| +2% | +$80.1K | 1.64% | 29 |
|
|
2022
Q1 | $6.24M | Buy |
125,786
+3,550
| +3% | +$176K | 1.69% | 27 |
|
|
2021
Q4 | $7.1M | Buy |
122,236
+61,268
| +100% | +$3.56M | 1.74% | 19 |
|
|
2021
Q3 | $3.16M | Sell |
60,968
-294
| -0.5% | -$15.2K | 1.75% | 22 |
|
|
2021
Q2 | $3.14M | Sell |
61,262
-173
| -0.3% | -$8.86K | 1.75% | 23 |
|
|
2021
Q1 | $2.91M | Buy |
61,435
+4,233
| +7% | +$200K | 1.72% | 23 |
|
|
2020
Q4 | $2.43M | Buy |
57,202
+1,976
| +4% | +$83.9K | 1.69% | 27 |
|
|
2020
Q3 | $1.9M | Buy |
55,226
+1,488
| +3% | +$51.1K | 1.41% | 35 |
|
|
2020
Q2 | $2.08M | Buy |
53,738
+10,010
| +23% | +$387K | 1.73% | 26 |
|
|
2020
Q1 | $1.47M | Buy |
+43,728
| New | +$1.47M | 1.65% | 26 |
|