Braun-Bostich & Associates’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,880	Closed	-$213K	–	129
2025 Q4	$213K	Buy	+3,880	New	+$205K	0.13%	117
2022 Q1	–	Sell	-5,171	Closed	-$245K	–	75
2021 Q4	$245K	Buy	+5,171	New	+$236K	0.06%	95
2020 Q1	–	Sell	-412	Closed	-$15K	–	304
2019 Q4	$15K	Buy	+412	New	+$13.3K	0.01%	206
2019 Q3	–	Sell	-5,761	Closed	-$167K	–	107
2019 Q2	$167K	Buy	5,761 +2,059	+56%	+$59.4K	0.17%	105
2019 Q1	$102K	Buy	3,702 +1,310	+55%	+$37K	0.11%	156
2018 Q4	$59K	Hold	2,392	–	–	0.06%	166
2018 Q3	$70K	Hold	2,392	–	–	0.07%	161
2018 Q2	$67K	Hold	2,392	–	–	0.07%	163
2018 Q1	$72K	Hold	2,392	–	–	0.06%	149
2017 Q4	$71K	Buy	+2,392	New	+$65.9K	0.06%	156