Endeavor Private Wealth’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	$1.36M	Buy	14,908 +763	+5%	+$69.5K	0.64%	45
2025 Q1	$1.19M	Buy	14,145 +11,496	+434%	+$964K	0.64%	44
2024 Q4	$204K	Buy	+2,649	New	+$204K	0.19%	60