Wealthfront Advisers’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 | $7.94M | Buy |
87,200
+5,401
| +7% | +$492K | 0.02% | 267 |
|
|
2025
Q1 | $6.86M | Buy |
81,799
+5,887
| +8% | +$494K | 0.02% | 279 |
|
|
2024
Q4 | $5.83M | Buy |
75,912
+20,523
| +37% | +$1.58M | 0.02% | 293 |
|
|
2024
Q3 | $3.98M | Buy |
55,389
+6,730
| +14% | +$484K | 0.01% | 359 |
|
|
2024
Q2 | $2.91M | Buy |
48,659
+17,149
| +54% | +$1.03M | 0.01% | 391 |
|
|
2024
Q1 | $1.82M | Buy |
31,510
+6,296
| +25% | +$363K | 0.01% | 505 |
|
|
2023
Q4 | $1.31M | Sell |
25,214
-2,627
| -9% | -$137K | 0.01% | 547 |
|
|
2023
Q3 | $1.19M | Sell |
27,841
-557
| -2% | -$23.8K | 0.01% | 522 |
|
|
2023
Q2 | $1.26M | Buy |
28,398
+6,140
| +28% | +$273K | 0.01% | 512 |
|
|
2023
Q1 | $1.01M | Buy |
22,258
+3,613
| +19% | +$164K | ﹤0.01% | 526 |
|
|
2022
Q4 | $849K | Sell |
18,645
-387
| -2% | -$17.6K | ﹤0.01% | 539 |
|
|
2022
Q3 | $733K | Sell |
19,032
-9,018
| -32% | -$347K | ﹤0.01% | 528 |
|
|
2022
Q2 | $1.17M | Sell |
28,050
-20,622
| -42% | -$860K | 0.01% | 467 |
|
|
2022
Q1 | $2.42M | Sell |
48,672
-29,180
| -37% | -$1.45M | 0.01% | 359 |
|
|
2021
Q4 | $4.52M | Buy |
77,852
+10,172
| +15% | +$591K | 0.02% | 208 |
|
|
2021
Q3 | $3.51M | Buy |
67,680
+37,190
| +122% | +$1.93M | 0.02% | 217 |
|
|
2021
Q2 | $1.56M | Buy |
30,490
+5,054
| +20% | +$259K | 0.01% | 348 |
|
|
2021
Q1 | $1.2M | Buy |
25,436
+4,640
| +22% | +$219K | 0.01% | 354 |
|
|
2020
Q4 | $883K | Buy |
20,796
+4,211
| +25% | +$179K | 0.01% | 375 |
|
|
2020
Q3 | $570K | Sell |
16,585
-7,887
| -32% | -$271K | ﹤0.01% | 399 |
|
|
2020
Q2 | $946K | Buy |
24,472
+5,763
| +31% | +$223K | 0.01% | 324 |
|
|
2020
Q1 | $630K | Sell |
18,709
-15,653
| -46% | -$527K | 0.01% | 341 |
|
|
2019
Q4 | $1.73M | Sell |
34,362
-5,943
| -15% | -$299K | 0.01% | 215 |
|
|
2019
Q3 | $1.82M | Sell |
40,305
-10,123
| -20% | -$458K | 0.02% | 187 |
|
|
2019
Q2 | $2.23M | Sell |
50,428
-20,618
| -29% | -$910K | 0.02% | 142 |
|
|
2019
Q1 | $3.58M | Buy |
71,046
+2,511
| +4% | +$127K | 0.03% | 91 |
|
|
2018
Q4 | $3.23M | Buy |
+68,535
| New | +$3.23M | 0.03% | 85 |
|