WealthShield Partners’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $300K | Sell |
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|
2025
Q4 | $294K | Buy |
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|
2025
Q3 | $275K | Sell |
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|
2025
Q2 | $231K | Sell |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $221K | Buy |
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|
2024
Q3 | $206K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $332K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $11K | Sell |
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|
2021
Q1 | $45K | Buy |
|