Alteri Wealth’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
$3.83M Buy
80,947
+411
+0.5% +$19.4K 1.49% 10
2025
Q1
$3.36M Sell
80,536
-971
-1% -$40.5K 1.48% 11
2024
Q4
$3.58M Buy
+81,507
New +$3.58M 0.99% 14