Guardian Wealth Advisors (North Carolina)’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
$452K Buy
4,957
+2,523
+104% +$230K 0.03% 210
2025
Q1
$204K Buy
+2,434
New +$204K 0.02% 313