Werba Rubin Papier Wealth Management’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	$257K	Sell	2,818 -7	-0.2%	-$638	0.05%	176
2025 Q1	$237K	Sell	2,825 -157	-5%	-$13.2K	0.05%	160
2024 Q4	$229K	Buy	+2,982	New	+$229K	0.05%	160