Axis Wealth Partners’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	$438K	Buy	9,260 +809	+10%	+$38.3K	0.29%	97
2025 Q1	$353K	Buy	8,451 +38	+0.5%	+$1.59K	0.26%	99
2024 Q4	$370K	Buy	+8,413	New	+$370K	0.31%	92