Linscomb Wealth’s Bank of New York Mellon BK Stock Holding History

Linscomb Wealth’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 Q2	$285K	Sell
2025 Q1	$274K	Buy
2024 Q4	$218K	Hold
2024 Q3	$204K	Buy