Wharton Business Group’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 | $436K | Hold |
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|
2025
Q1 | $401K | Hold |
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|
2024
Q4 | $367K | Hold |
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|
2024
Q3 | $343K | Hold |
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|
2024
Q2 | $286K | Hold |
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|
2024
Q1 | $275K | Hold |
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|
2023
Q4 | $249K | Hold |
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|
2023
Q3 | $204K | Hold |
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|
2023
Q2 | $213K | Hold |
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|
2023
Q1 | $217K | Hold |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $237K | Hold |
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|
2021
Q4 | $278K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $245K | Hold |
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|
2021
Q1 | $226K | Hold |
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|
2020
Q4 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $378K | Hold |
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|
2019
Q3 | $340K | Hold |
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|
2019
Q2 | $332K | Sell |
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|
2019
Q1 | $554K | Hold |
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|
2018
Q4 | $517K | Sell |
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|
2018
Q3 | $569K | Hold |
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|
2018
Q2 | $602K | Buy |
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|
2018
Q1 | $565K | Hold |
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|
2017
Q4 | $590K | Hold |
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|
2017
Q3 | $581K | Sell |
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|
2017
Q2 | $638K | Hold |
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|
2017
Q1 | $591K | Hold |
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|
2016
Q4 | $592K | Buy |
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