Wilbanks Smith & Thomas Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $218K | Sell |
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|
2023
Q4 | $273K | Sell |
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|
2023
Q3 | $530K | Sell |
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|
2023
Q2 | $585K | Sell |
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|
2023
Q1 | $715K | Sell |
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|
2022
Q4 | $2.33M | Sell |
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|
2022
Q3 | $2.1M | Sell |
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|
2022
Q2 | $10.1M | Buy |
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|
2022
Q1 | $10.2M | Buy |
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|
2021
Q4 | $13M | Buy |
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|
2021
Q3 | $11M | Buy |
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|
2021
Q2 | $10.6M | Buy |
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|
2021
Q1 | $8.76M | Buy |
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|
2020
Q4 | $7.23M | Buy |
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|
2020
Q3 | $5.15M | Buy |
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|
2020
Q2 | $4.48M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $159K | Sell |
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|
2018
Q2 | $232K | Buy |
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