1858 Wealth Management’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Buy
6,426
+289
+5% +$13.7K 0.22% 79
2025
Q1
$256K Buy
6,137
+1,445
+31% +$60.3K 0.22% 93
2024
Q4
$206K Buy
+4,692
New +$206K 0.16% 118