FSB Premier Wealth Management’s Bank of New York Mellon BK Stock Holding History

FSB Premier Wealth Management’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	$1.97M	Buy
2025 Q2	$1.52M	Buy
2025 Q1	$1.18M	Buy
2024 Q4	$966K	Buy
2024 Q3	$780K	Buy
2024 Q2	$519K	Buy
2024 Q1	$334K	Buy
2023 Q4	$234K	Buy
2022 Q1	–	Sell
2021 Q4	$108K	Buy