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

Meriwether Wealth & Planning’s Portfolio BK Stock Details BK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.23M Sell
13,505
-840
-6% -$76.5K 0.77% 22
2025
Q1 		$1.2M Buy
14,345
+1,530
+12% +$128K 0.79% 27
2024
Q4 		$985K Buy
+12,815
New +$985K 0.7% 31