4Wealth Advisors’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
$221K Sell
4,675
-611
-12% -$28.9K 0.22% 118
2025
Q1
$221K Sell
5,286
-132
-2% -$5.51K 0.24% 113
2024
Q4
$238K Buy
+5,418
New +$238K 0.24% 126