Turtle Creek Wealth Advisors’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	$262K	Buy	+2,873	New	+$262K	0.03%	229
2024 Q1	–	Sell	-1,379	Closed	-$71.8K	–	273
2023 Q4	$71.8K	Buy	+1,379	New	+$71.8K	0.02%	233