Brass Tax 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	$421K	Buy	8,900 +1,767	+25%	+$83.6K	0.08%	128
2025 Q1	$298K	Buy	7,133 +239	+3%	+$9.97K	0.06%	158
2024 Q4	$303K	Sell	6,894 -17	-0.2%	-$747	0.06%	146
2024 Q3	$274K	Buy	+6,911	New	+$274K	0.06%	159