Wescott Financial Advisory Group’s Bank of New York Mellon BK Stock Holding History

Wescott Financial Advisory Group’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$297K	Buy
2025 Q2	$247K	Buy
2025 Q1	$226K	Buy
2024 Q4	$207K	Buy
2022 Q1	–	Sell
2021 Q4	$202K	Buy