Heritage Wealth Management (Ohio)’s Bank of New York Mellon BK Stock Holding History

Heritage Wealth Management (Ohio)’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	$1.09M	Hold
2025 Q2	$911K	Hold
2025 Q1	$839K	Hold
2024 Q4	$768K	Hold
2024 Q3	$719K	Sell
2024 Q2	$600K	Buy