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Advyzon Investment Management’s Bank of America BAC Stock Holding History

Advyzon Investment Management’s Portfolio BAC Stock Details BAC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$836K Buy
17,664
+4,531
+35% +$214K 0.19% 113
2025
Q1 		$548K Sell
13,133
-817
-6% -$34.1K 0.19% 99
2024
Q4 		$613K Buy
+13,950
New +$613K 0.24% 82