Aaron Wealth Advisors’s Bank of New York Mellon BK Stock Holding History

Aaron Wealth Advisors’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.68M	Buy
2025 Q2	$888K	Buy
2025 Q1	$772K	Buy
2024 Q4	$668K	Buy
2024 Q3	$566K	Buy
2024 Q2	$333K	Buy
2024 Q1	$300K	Buy
2023 Q4	$226K	Buy
2022 Q2	–	Sell
2022 Q1	$1.19M	Buy