Wedmont Private Capital’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 | $696K | Buy |
7,477
+402
| +6% | +$37.4K | 0.03% | 349 |
|
|
2025
Q1 | $550K | Buy |
7,075
+783
| +12% | +$60.8K | 0.03% | 360 |
|
|
2024
Q4 | $475K | Buy |
6,292
+568
| +10% | +$42.8K | 0.03% | 392 |
|
|
2024
Q3 | $415K | Buy |
5,724
+493
| +9% | +$35.7K | 0.02% | 416 |
|
|
2024
Q2 | $338K | Buy |
5,231
+640
| +14% | +$41.4K | 0.02% | 461 |
|
|
2024
Q1 | $263K | Buy |
4,591
+169
| +4% | +$9.67K | 0.02% | 485 |
|
|
2023
Q4 | $233K | Buy |
+4,422
| New | +$233K | 0.02% | 490 |
|
|
2023
Q2 | – | Sell |
-4,786
| Closed | -$216K | – | 500 |
|
|
2023
Q1 | $216K | Buy |
+4,786
| New | +$216K | 0.03% | 424 |
|
|
2022
Q4 | – | Sell |
-6,066
| Closed | -$234K | – | 447 |
|
|
2022
Q3 | $234K | Buy |
6,066
+1,092
| +22% | +$42.1K | 0.05% | 326 |
|
|
2022
Q2 | $207K | Buy |
+4,974
| New | +$207K | 0.04% | 315 |
|