HHGA

Halbert Hargrove Global Advisors’s Bank of New York Mellon BK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.65K	Buy	40 +15	+60%	+$1.37K	﹤0.01%	264
2025 Q1	$2.1K	Buy	+25	New	+$2.1K	﹤0.01%	386
2014 Q3	–	Sell	-8,797	Closed	-$464K	–	148
2014 Q2	$464K	Buy	+8,797	New	+$464K	0.14%	47