Western Wealth Management’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 | $875K | Buy |
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|
2025
Q1 | $805K | Sell |
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|
2024
Q4 | $764K | Buy |
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|
2024
Q3 | $699K | Sell |
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|
2024
Q2 | $702K | Sell |
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|
2024
Q1 | $716K | Sell |
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|
2023
Q4 | $672K | Sell |
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|
2023
Q3 | $602K | Buy |
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|
2023
Q2 | $389K | Sell |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $803K | Sell |
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|
2022
Q3 | $2.07M | Buy |
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|
2022
Q2 | $2.03M | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $573K | Buy |
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|
2021
Q2 | $501K | Buy |
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|
2021
Q1 | $419K | Hold |
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|
2020
Q4 | $376K | Sell |
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|
2020
Q3 | $309K | Buy |
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|
2020
Q2 | $335K | Buy |
|