Wealthspire Advisors (New York)’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 | $1.46M | Buy |
15,989
+1,139
| +8% | +$104K | 0.01% | 328 |
|
|
2025
Q1 | $1.25M | Buy |
14,850
+110
| +0.7% | +$9.23K | 0.01% | 343 |
|
|
2024
Q4 | $1.13M | Buy |
14,740
+144
| +1% | +$11.1K | 0.01% | 349 |
|
|
2024
Q3 | $1.05M | Buy |
14,596
+4,880
| +50% | +$351K | 0.01% | 365 |
|
|
2024
Q2 | $582K | Sell |
9,716
-964
| -9% | -$57.7K | 0.01% | 399 |
|
|
2024
Q1 | $615K | Buy |
10,680
+1,005
| +10% | +$57.9K | 0.01% | 390 |
|
|
2023
Q4 | $504K | Buy |
9,675
+107
| +1% | +$5.57K | 0.01% | 420 |
|
|
2023
Q3 | $408K | Buy |
9,568
+644
| +7% | +$27.5K | 0.01% | 429 |
|
|
2023
Q2 | $397K | Buy |
8,924
+397
| +5% | +$17.7K | 0.01% | 409 |
|
|
2023
Q1 | $387K | Sell |
8,527
-2,072
| -20% | -$94.2K | 0.01% | 393 |
|
|
2022
Q4 | $482K | Buy |
10,599
+1,182
| +13% | +$53.8K | 0.01% | 372 |
|
|
2022
Q3 | $363K | Buy |
9,417
+1,543
| +20% | +$59.5K | 0.01% | 386 |
|
|
2022
Q2 | $328K | Sell |
7,874
-2,189
| -22% | -$91.2K | 0.01% | 380 |
|
|
2022
Q1 | $499K | Buy |
10,063
+719
| +8% | +$35.7K | 0.01% | 273 |
|
|
2021
Q4 | $543K | Buy |
9,344
+637
| +7% | +$37K | 0.01% | 310 |
|
|
2021
Q3 | $451K | Buy |
8,707
+2,198
| +34% | +$114K | 0.01% | 375 |
|
|
2021
Q2 | $333K | Sell |
6,509
-8,669
| -57% | -$444K | 0.01% | 275 |
|
|
2021
Q1 | $718K | Buy |
15,178
+7,873
| +108% | +$372K | 0.02% | 320 |
|
|
2020
Q4 | $310K | Buy |
7,305
+521
| +8% | +$22.1K | 0.01% | 427 |
|
|
2020
Q3 | $233K | Buy |
+6,784
| New | +$233K | 0.01% | 272 |
|
|
2020
Q2 | – | Sell |
-7,393
| Closed | -$249K | – | 302 |
|
|
2020
Q1 | $249K | Buy |
+7,393
| New | +$249K | 0.01% | 433 |
|
|
2019
Q1 | – | Sell |
-705
| Closed | -$33K | – | 139 |
|
|
2018
Q4 | $33K | Buy |
+705
| New | +$33K | ﹤0.01% | 242 |
|