Accredited 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
$1.07M Buy
+22,664
New +$1.07M 0.87% 25
2025
Q1
Sell
-23,058
Closed -$1.01M 385
2024
Q4
$1.01M Buy
+23,058
New +$1.01M 0.89% 26