Mowery & Schoenfeld Wealth Management’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	$12.1K	Hold	133	–	–	0.02%	204
2025 Q1	$11.1K	Buy	133 +1	+0.8%	+$84	0.02%	261
2024 Q4	$10.1K	Buy	+132	New	+$10.1K	0.02%	229