Benchmark Financial 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
2026 Q1	$999K	Buy	20,496 +4,770	+30%	+$246K	0.28%	55
2025 Q4	$865K	Sell	15,726 -5,875	-27%	-$311K	0.25%	54
2025 Q3	$1.11M	Buy	21,601 +161	+0.8%	+$7.85K	0.34%	43
2025 Q2	$1.01M	Buy	21,440 +2,164	+11%	+$91K	0.34%	45
2025 Q1	$804K	Sell	19,276 -1,889	-9%	-$84.2K	0.3%	45
2024 Q4	$930K	Buy	21,165 +1,663	+9%	+$73.2K	0.3%	41
2024 Q3	$774K	Sell	19,502 -3,925	-17%	-$157K	0.26%	46
2024 Q2	$932K	Buy	23,427 +2,033	+10%	+$77.9K	0.35%	33
2024 Q1	$811K	Buy	21,394 +889	+4%	+$30.5K	0.31%	35
2023 Q4	$690K	Sell	20,505 -271	-1%	-$7.89K	0.3%	37
2023 Q3	$569K	Buy	20,776 +447	+2%	+$13.2K	0.27%	35
2023 Q2	$583K	Sell	20,329 -647	-3%	-$18.5K	0.27%	34
2023 Q1	$600K	Buy	20,976 +3,245	+18%	+$107K	0.31%	32
2022 Q4	$587K	Buy	17,731 +3,780	+27%	+$130K	0.32%	32
2022 Q3	$421K	Buy	13,951 +1,265	+10%	+$42.3K	0.25%	40
2022 Q2	$395K	Sell	12,686 -22	-0.2%	-$792	0.2%	39
2022 Q1	$524K	Buy	12,708 +6,082	+92%	+$274K	0.22%	43
2021 Q4	$295K	Buy	6,626 +1,652	+33%	+$75.3K	0.12%	56
2021 Q3	$211K	Buy	+4,974	New	+$200K	0.1%	64
2021 Q2	–	Sell	-5,179	Closed	-$200K	–	68
2021 Q1	$200K	Buy	+5,179	New	+$179K	0.11%	60