Meriwether Wealth & Planning’s Bank of New York Mellon BK Stock Holding History

Meriwether Wealth & Planning’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	$1.44M	Sell
2025 Q2	$1.23M	Sell
2025 Q1	$1.2M	Buy
2024 Q4	$985K	Buy