World Investment Advisors’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
$5.51M Buy
60,499
+15,245
+34% +$1.39M 0.13% 184
2025
Q1
$3.8M Buy
45,254
+3,421
+8% +$287K 0.1% 245
2024
Q4
$3.21M Buy
41,833
+5,408
+15% +$415K 0.09% 258
2024
Q3
$2.62M Buy
+36,425
New +$2.62M 0.08% 259