Bordeaux Wealth Advisors’s Bank of America BAC Stock Holding History

Bordeaux Wealth Advisors’s Portfolio BAC Stock Details BAC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$378K	Sell
2025 Q1	$362K	Sell
2024 Q4	$398K	Buy
2024 Q3	$293K	Buy
2022 Q3	–	Sell
2022 Q2	$215K	Buy
2022 Q1	$276K	Buy
2021 Q4	$229K	Buy