Alta Wealth 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	$261K	Hold	5,521	–	–	0.12%	100
2025 Q1	$230K	Buy	5,521 +75	+1%	+$3.13K	0.11%	128
2024 Q4	$239K	Sell	5,446 -273	-5%	-$12K	0.1%	121
2024 Q3	$227K	Buy	+5,719	New	+$227K	0.1%	120