Wealth Enhancement Advisory Services’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 | $17.6M | Sell |
190,653
-32,785
| -15% | -$3.03M | 0.03% | 459 |
|
|
2025
Q1 | $18.7M | Buy |
223,438
+50,368
| +29% | +$4.22M | 0.04% | 416 |
|
|
2024
Q4 | $13.3M | Buy |
173,070
+83,649
| +94% | +$6.43M | 0.03% | 484 |
|
|
2024
Q3 | $6.43M | Buy |
89,421
+25,294
| +39% | +$1.82M | 0.01% | 651 |
|
|
2024
Q2 | $3.84M | Buy |
64,127
+10,114
| +19% | +$606K | 0.01% | 763 |
|
|
2024
Q1 | $3.11M | Buy |
54,013
+4,304
| +9% | +$248K | 0.01% | 800 |
|
|
2023
Q4 | $2.59M | Buy |
49,709
+1,685
| +4% | +$87.7K | 0.01% | 813 |
|
|
2023
Q3 | $2.05M | Buy |
+48,024
| New | +$2.05M | 0.01% | 853 |
|
|
2022
Q4 | – | Sell |
-375,980
| Closed | -$14.8M | – | 324 |
|
|
2022
Q3 | $14.8M | Buy |
375,980
+343,211
| +1,047% | +$13.5M | 0.21% | 66 |
|
|
2022
Q2 | $1.37M | Sell |
32,769
-85,772
| -72% | -$3.59M | 0.02% | 230 |
|
|
2022
Q1 | $5.87M | Buy |
118,541
+7,164
| +6% | +$355K | 0.08% | 125 |
|
|
2021
Q4 | $6.64M | Buy |
111,377
+87,638
| +369% | +$5.22M | 0.1% | 98 |
|
|
2021
Q3 | $1.4M | Buy |
+23,739
| New | +$1.4M | 0.02% | 171 |
|