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Blue Zone Wealth Advisors’s Bank of America BAC Stock Holding History

Blue Zone Wealth Advisors’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$267K Buy
5,641
+628
+13% +$29.7K 0.07% 94
2025
Q1 		$209K Sell
5,013
-179
-3% -$7.47K 0.06% 99
2024
Q4 		$228K Buy
+5,192
New +$228K 0.07% 95