PDS Planning’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	$375K	Buy	4,119 +459	+13%	+$41.8K	0.03%	304
2025 Q1	$307K	Buy	3,660 +585	+19%	+$49.1K	0.03%	318
2024 Q4	$236K	Buy	3,075 +62	+2%	+$4.76K	0.02%	358
2024 Q3	$217K	Buy	+3,013	New	+$217K	0.02%	387