Bennett Associates 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	$277K	Buy	+5,857	New	+$277K	0.21%	44
2025 Q1	–	Sell	-5,386	Closed	-$237K	–	45
2024 Q4	$237K	Buy	5,386 +126	+2%	+$5.54K	0.2%	45
2024 Q3	$209K	Buy	+5,260	New	+$209K	0.17%	45