Western Wealth Management’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 | $875K | Buy |
9,605
+2
| +0% | +$182 | 0.05% | 302 |
|
|
2025
Q1 | $805K | Sell |
9,603
-344
| -3% | -$28.9K | 0.05% | 285 |
|
|
2024
Q4 | $764K | Buy |
9,947
+222
| +2% | +$17.1K | 0.05% | 287 |
|
|
2024
Q3 | $699K | Sell |
9,725
-1,996
| -17% | -$143K | 0.04% | 372 |
|
|
2024
Q2 | $702K | Sell |
11,721
-706
| -6% | -$42.3K | 0.05% | 288 |
|
|
2024
Q1 | $716K | Sell |
12,427
-490
| -4% | -$28.2K | 0.06% | 286 |
|
|
2023
Q4 | $672K | Sell |
12,917
-1,189
| -8% | -$61.9K | 0.05% | 347 |
|
|
2023
Q3 | $602K | Buy |
14,106
+5,358
| +61% | +$229K | 0.05% | 344 |
|
|
2023
Q2 | $389K | Sell |
8,748
-18,006
| -67% | -$802K | 0.03% | 441 |
|
|
2023
Q1 | $1.22M | Buy |
26,754
+9,110
| +52% | +$414K | 0.11% | 196 |
|
|
2022
Q4 | $803K | Sell |
17,644
-36,064
| -67% | -$1.64M | 0.08% | 264 |
|
|
2022
Q3 | $2.07M | Buy |
53,708
+4,989
| +10% | +$192K | 0.12% | 176 |
|
|
2022
Q2 | $2.03M | Buy |
48,719
+28,185
| +137% | +$1.18M | 0.12% | 180 |
|
|
2022
Q1 | $1.02M | Buy |
20,534
+10,646
| +108% | +$528K | 0.05% | 330 |
|
|
2021
Q4 | $573K | Buy |
+9,888
| New | +$573K | 0.06% | 299 |
|
|
2021
Q2 | $501K | Buy |
9,738
+884
| +10% | +$45.5K | 0.05% | 356 |
|
|
2021
Q1 | $419K | Hold |
8,854
| – | – | 0.06% | 323 |
|
|
2020
Q4 | $376K | Sell |
8,854
-152
| -2% | -$6.46K | 0.06% | 305 |
|
|
2020
Q3 | $309K | Buy |
9,006
+331
| +4% | +$11.4K | 0.05% | 329 |
|
|
2020
Q2 | $335K | Buy |
+8,675
| New | +$335K | 0.06% | 292 |
|