Wealth Quarterback’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
Q3 | $887K | Sell |
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|
2025
Q2 | $788K | Sell |
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|
2025
Q1 | $761K | Sell |
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|
2024
Q4 | $891K | Buy |
|
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|
2024
Q3 | $808K | Sell |
|
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|
2024
Q2 | $694K | Buy |
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|
2024
Q1 | $660K | Sell |
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|
2023
Q4 | $728K | Buy |
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|
2023
Q3 | $582K | Buy |
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|
2023
Q2 | $510K | Buy |
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|
2023
Q1 | $498K | Sell |
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|
2022
Q4 | $504K | Buy |
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|
2022
Q3 | $422K | Buy |
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|
2022
Q2 | $452K | Buy |
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|
2021
Q3 | $550K | Buy |
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|
2021
Q2 | $597K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $10.7K | Sell |
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|
2019
Q4 | $31.1K | Buy |
|