Aprio 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	$220K	Sell	2,416 -221	-8%	-$20.1K	0.02%	369
2025 Q1	$221K	Buy	+2,637	New	+$221K	0.03%	336