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Whitaker-Myers Wealth Managers’s Bank of New York Mellon BK Stock Holding History

Whitaker-Myers Wealth Managers’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 		$554K Buy
6,082
+1,572
+35% +$143K 0.14% 75
2025
Q1 		$378K Buy
+4,510
New +$378K 0.11% 84