A detailed history of Bergan Kdv Wealth Management, LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 22 shares of BK stock, worth $1,722. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22
Previous 223 90.13%
Holding current value
$1,722
Previous $10,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$39.67 - $46.36 $7,973 - $9,318
-201 Reduced 90.13%
22 $0
Q1 2023

Apr 27, 2023

BUY
$42.58 - $51.92 $7,834 - $9,553
184 Added 471.79%
223 $10,000
Q4 2022

Jan 31, 2023

BUY
$37.98 - $45.9 $645 - $780
17 Added 77.27%
39 $1,000
Q3 2020

Nov 05, 2020

SELL
$33.14 - $38.97 $7,854 - $9,235
-237 Reduced 91.51%
22 $1,000
Q2 2020

Aug 13, 2020

BUY
$32.06 - $42.3 $7,598 - $10,025
237 Added 1077.27%
259 $10,000
Q4 2019

Feb 10, 2020

BUY
$42.24 - $51.22 $929 - $1,126
22 New
22 $1,000

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 $63.3B
  • 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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