Petros Family Wealth’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	$388K	Sell	4,261 -289	-6%	-$26.3K	0.35%	82
2025 Q1	$382K	Buy	4,550 +432	+10%	+$36.2K	0.42%	68
2024 Q4	$316K	Buy	+4,118	New	+$316K	0.34%	79