ORG Wealth Partners’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
$93.5K Sell
1,031
-86
-8% -$7.8K 0.02% 254
2025
Q1
$93.6K Buy
+1,117
New +$93.6K 0.03% 261