Principia Wealth Advisory’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	$3.01K	Buy	33 +7	+27%	+$638	﹤0.01%	306
2025 Q1	$2.06K	Buy	26 +10	+63%	+$793	﹤0.01%	277
2024 Q4	$1.23K	Buy	+16	New	+$1.23K	﹤0.01%	321