Caliber Wealth Management (Kansas)’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	$837K	Buy	17,685 +1,700	+11%	+$80.4K	0.09%	145
2025 Q1	$667K	Buy	+15,985	New	+$667K	0.09%	146