Avondale Wealth Management’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6	Closed	-$230	–	114
2025 Q1	$230	Buy	+6	New	+$267	﹤0.01%	111
2023 Q2	–	Hold	0	–	–	–	126
2023 Q1	–	Sell	-1,000	Closed	-$33K	–	130
2022 Q4	$33.1K	Hold	1,000	–	–	0.03%	85
2022 Q3	$30K	Buy	+1,000	New	+$33.4K	0.03%	83
2022 Q2	–	Sell	-1,750	Closed	-$72K	–	114
2022 Q1	$72K	Hold	1,750	–	–	0.08%	55
2021 Q4	$78K	Sell	1,750 -6,250	-78%	-$285K	0.08%	56
2021 Q3	$340K	Buy	+8,000	New	+$322K	0.33%	35
2019 Q3	–	Sell	-150	Closed	-$4K	–	101
2019 Q2	$4K	Hold	150	–	–	﹤0.01%	106
2019 Q1	$4K	Buy	+150	New	+$4.24K	﹤0.01%	109