Nicolet Advisory Services’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
$385K Buy
3,853
+1,130
+41% +$113K 0.03% 255
2025
Q1
$209K Buy
+2,723
New +$209K 0.02% 354