AWA
BAC icon

AGH Wealth Advisors’s Bank of America BAC Stock Holding History

AGH Wealth Advisors’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$820K Buy
17,333
+4,251
+32% +$201K 0.68% 30
2025
Q1 		$546K Sell
13,082
-949
-7% -$39.6K 0.53% 40
2024
Q4 		$617K Buy
+14,031
New +$617K 0.57% 33