PCG
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Prosperity Consulting Group’s Bank of New York Mellon BK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.91M Sell
42,959
-2,113
-5% -$193K 0.29% 83
2025
Q1
$3.78M Buy
45,072
+5,165
+13% +$433K 0.29% 85
2024
Q4
$3.07M Buy
39,907
+693
+2% +$53.2K 0.23% 100
2024
Q3
$2.82M Buy
39,214
+3,200
+9% +$230K 0.22% 109
2024
Q2
$2.16M Sell
36,014
-42
-0.1% -$2.52K 0.29% 93
2024
Q1
$2.08M Buy
36,056
+30,928
+603% +$1.78M 0.26% 100
2023
Q4
$267K Buy
+5,128
New +$267K 0.09% 171