Wealthspire Advisors (New York)’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
Q2 | $1.46M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $582K | Sell |
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|
2024
Q1 | $615K | Buy |
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|
2023
Q4 | $504K | Buy |
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|
2023
Q3 | $408K | Buy |
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|
2023
Q2 | $397K | Buy |
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|
2023
Q1 | $387K | Sell |
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|
2022
Q4 | $482K | Buy |
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|
2022
Q3 | $363K | Buy |
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|
2022
Q2 | $328K | Sell |
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|
2022
Q1 | $499K | Buy |
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|
2021
Q4 | $543K | Buy |
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|
2021
Q3 | $451K | Buy |
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|
2021
Q2 | $333K | Sell |
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|
2021
Q1 | $718K | Buy |
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|
2020
Q4 | $310K | Buy |
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|
2020
Q3 | $233K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $249K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $33K | Buy |
|