Frank Rimerman Advisors’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	$1.14M	Sell	12,502 -406	-3%	-$37K	0.08%	191
2025 Q1	$1.08M	Hold	12,908	–	–	0.09%	188
2024 Q4	$992K	Hold	12,908	–	–	0.07%	197
2024 Q3	$928K	Buy	12,908 +142	+1%	+$10.2K	0.07%	230
2024 Q2	$765K	Buy	+12,766	New	+$765K	0.05%	261