Angeles Wealth Management’s Bank of New York Mellon BK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$337K	Buy	3,700 +1,066	+40%	+$97.1K	0.02%	241
2025 Q1	$221K	Buy	2,634 +4	+0.2%	+$335	0.02%	269
2024 Q4	$202K	Buy	+2,630	New	+$202K	0.02%	290