Congress 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	$12.6M	Buy	137,925 +98,759	+252%	+$9M	0.12%	201
2025 Q1	$3.29M	Buy	39,166 +191	+0.5%	+$16K	0.04%	394
2024 Q4	$2.99M	Sell	38,975 -38,405	-50%	-$2.95M	0.04%	354
2024 Q3	$5.56M	Buy	77,380 +26,618	+52%	+$1.91M	0.07%	281
2024 Q2	$3.04M	Buy	+50,762	New	+$3.04M	0.05%	303