WA
BK icon

Whipplewood Advisors’s Bank of New York Mellon BK Stock Holding History

Whipplewood Advisors’s Portfolio BK Stock Details BK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.93K Sell
109
-140
-56% -$12.8K 0.01% 565
2025
Q1 		$12.2K Buy
249
+104
+72% +$5.08K 0.01% 528
2024
Q4 		$11.1K Buy
+145
New +$11.1K 0.01% 539