Quotient 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	$349K	Buy	3,833 +662	+21%	+$60.3K	0.01%	244
2025 Q1	$266K	Buy	3,171 +141	+5%	+$11.8K	0.01%	273
2024 Q4	$233K	Buy	3,030 +172	+6%	+$13.2K	0.01%	293
2024 Q3	$205K	Buy	+2,858	New	+$205K	0.01%	306