Wescott Financial Advisory Group’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	$247K	Buy	2,709 +14	+0.5%	+$1.28K	0.02%	154
2025 Q1	$226K	Buy	2,695 +3	+0.1%	+$252	0.02%	157
2024 Q4	$207K	Buy	+2,692	New	+$207K	0.02%	169
2022 Q1	–	Sell	-3,482	Closed	-$202K	–	129
2021 Q4	$202K	Buy	+3,482	New	+$202K	0.1%	67