A detailed history of Carolinas Wealth Consulting LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 102 shares of BK stock, worth $7,961. This represents 0.0% of its overall portfolio holdings.

Number of Shares
102
Previous 82 24.39%
Holding current value
$7,961
Previous $4,000 75.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$59.54 - $72.17 $1,190 - $1,443
20 Added 24.39%
102 $7,000
Q2 2024

Aug 12, 2024

BUY
$54.0 - $60.74 $270 - $303
5 Added 6.49%
82 $4,000
Q1 2024

May 14, 2024

BUY
$51.8 - $57.62 $259 - $288
5 Added 6.94%
77 $4,000
Q3 2023

Nov 14, 2023

SELL
$42.17 - $46.33 $843 - $926
-20 Reduced 21.74%
72 $3,000
Q3 2022

Nov 14, 2022

BUY
$38.52 - $45.03 $770 - $900
20 Added 27.78%
92 $4,000
Q2 2022

Aug 16, 2022

SELL
$40.6 - $49.51 $324 - $396
-8 Reduced 10.0%
72 $3,000
Q1 2022

May 17, 2022

BUY
$49.63 - $63.66 $397 - $509
8 Added 11.11%
80 $4,000
Q3 2021

Nov 15, 2021

SELL
$47.58 - $56.41 $87,642 - $103,907
-1,842 Reduced 96.24%
72 $4,000
Q2 2021

Aug 17, 2021

SELL
$46.07 - $52.3 $8,937 - $10,146
-194 Reduced 9.2%
1,914 $98,000
Q1 2021

May 17, 2021

SELL
$39.82 - $47.86 $13,618 - $16,368
-342 Reduced 13.96%
2,108 $100,000
Q4 2020

Feb 16, 2021

BUY
$34.08 - $42.44 $46,076 - $57,378
1,352 Added 123.13%
2,450 $104,000
Q3 2020

Nov 12, 2020

BUY
$33.14 - $38.97 $15,642 - $18,393
472 Added 75.4%
1,098 $38,000
Q2 2020

Aug 13, 2020

BUY
$32.06 - $42.3 $20,069 - $26,479
626 New
626 $24,000

Others Institutions Holding BK

About Bank of New York Mellon Corp


  • Ticker BK
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 808,280,000
  • Market Cap $63.1B
  • Description
  • The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. The company operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting,...
More about BK
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