Baron Wealth Management’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	$543K	Sell	11,481 -1,335	-10%	-$63.2K	0.19%	73
2025 Q1	$535K	Sell	12,816 -742	-5%	-$31K	0.24%	66
2024 Q4	$596K	Buy	+13,558	New	+$596K	0.28%	54