Bernard 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	$25.5K	Sell	538 -58	-10%	-$2.75K	0.01%	165
2025 Q1	$24.9K	Buy	596 +58	+11%	+$2.42K	0.01%	170
2024 Q4	$23.6K	Buy	+538	New	+$23.6K	0.01%	168