Atria Wealth Solutions’s Bank of New York Mellon BNY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.47M	Sell	16,128 -35,735	-69%	-$3.03M	0.03%	506
2025 Q1	$4.35M	Buy	51,863 +4,689	+10%	+$394K	0.05%	381
2024 Q4	$3.62M	Buy	47,174 +3,169	+7%	+$245K	0.04%	444
2024 Q3	$3.16M	Buy	44,005 +330	+0.8%	+$21.7K	0.03%	480
2024 Q2	$2.62M	Buy	43,675 +921	+2%	+$53.3K	0.03%	543
2024 Q1	$2.46M	Buy	42,754 +14,209	+50%	+$782K	0.03%	572
2023 Q4	$1.49M	Sell	28,545 -1,662	-6%	-$76.5K	0.02%	709
2023 Q3	$1.29M	Sell	30,207 -1,962	-6%	-$87.4K	0.02%	714
2023 Q2	$1.43M	Sell	32,169 -12,076	-27%	-$518K	0.02%	698
2023 Q1	$2.01M	Buy	44,245 +6,893	+18%	+$334K	0.03%	538
2022 Q4	$1.7M	Buy	37,352 +2,865	+8%	+$123K	0.03%	572
2022 Q3	$1.33M	Sell	34,487 -8,303	-19%	-$354K	0.02%	621
2022 Q2	$2M	Sell	42,790 -23,209	-35%	-$1.03M	0.04%	448
2022 Q1	$3.27M	Buy	+65,999	New	+$3.75M	0.05%	344