McGlone Suttner Wealth Management’s Bank of New York Mellon BK Stock Holding History

McGlone Suttner Wealth Management’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	$806K	Buy
2025 Q1	$684K	Buy
2024 Q4	$544K	Buy
2024 Q3	$479K	Buy
2024 Q2	$255K	Sell
2024 Q1	$340K	Buy
2023 Q4	$255K	Buy