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Blake Schutter Theil Wealth Advisors’s Bank of America BAC Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio BAC Stock Details BAC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$656K Buy
13,859
+92
+0.7% +$4.35K 0.74% 40
2025
Q1 		$574K Sell
13,767
-310
-2% -$12.9K 0.65% 46
2024
Q4 		$619K Sell
14,077
-18,071
-56% -$794K 0.65% 37
2024
Q3 		$1.28M Buy
+32,148
New +$1.28M 0.92% 23