Family 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	$3.31M	Buy	36,335 +189	+0.5%	+$17.2K	0.5%	52
2025 Q1	$3.03M	Buy	36,146 +1,178	+3%	+$98.8K	0.5%	54
2024 Q4	$2.69M	Buy	34,968 +1,741	+5%	+$134K	0.43%	56
2024 Q3	$2.39M	Buy	+33,227	New	+$2.39M	0.39%	60