Linscomb Wealth’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	$285K	Sell	3,124 -137	-4%	-$12.5K	0.01%	271
2025 Q1	$274K	Buy	3,261 +424	+15%	+$35.6K	0.01%	260
2024 Q4	$218K	Hold	2,837	–	–	0.01%	283
2024 Q3	$204K	Buy	+2,837	New	+$204K	0.01%	286