Beverly Hills Private Wealth’s Bank of New York Mellon BK Stock Holding History

Beverly Hills Private Wealth’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	$2.01M	Sell
2025 Q2	$2.13M	Buy
2025 Q1	$1.56M	Buy
2024 Q4	$1.4M	Buy
2024 Q3	$1.29M	Sell
2024 Q2	$1.12M	Buy
2024 Q1	$667K	Buy
2023 Q4	$261K	Buy