WLG
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Williamson Legacy Group’s Bank of New York Mellon BK Stock Holding History

Williamson Legacy Group’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 		$694K Buy
7,618
+4,191
+122% +$382K 0.58% 78
2025
Q1 		$287K Buy
+3,427
New +$287K 0.27% 93