Beam Wealth Advisors’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
$1.2M Buy
2025
Q1
$952K Buy
2024
Q4
$983K Buy
2024
Q3
$814K Buy
2024
Q2
$743K Buy