Heritage Wealth Management (Ohio)’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	$911K	Hold	10,000	–	–	0.29%	86
2025 Q1	$839K	Hold	10,000	–	–	0.29%	90
2024 Q4	$768K	Hold	10,000	–	–	0.26%	102
2024 Q3	$719K	Sell	10,000 -25	-0.2%	-$1.8K	0.24%	108
2024 Q2	$600K	Buy	+10,025	New	+$600K	0.2%	116