Sagespring 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	$735K	Buy	8,062 +791	+11%	+$72.1K	0.02%	353
2025 Q1	$610K	Buy	7,271 +2,030	+39%	+$170K	0.02%	343
2024 Q4	$403K	Buy	+5,241	New	+$403K	0.01%	395