Congress Wealth Management’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
2025 Q2	$9.19M	Buy	194,244 +54,296	+39%	+$2.28M	0.09%	266
2025 Q1	$5.87M	Buy	139,948 +33,257	+31%	+$1.48M	0.07%	304
2024 Q4	$4.69M	Sell	106,691 -25,085	-19%	-$1.1M	0.06%	294
2024 Q3	$5.23M	Buy	131,776 +35,669	+37%	+$1.43M	0.07%	289
2024 Q2	$3.82M	Sell	96,107 -52,032	-35%	-$1.99M	0.06%	281
2024 Q1	$5.62M	Sell	148,139 -26,782	-15%	-$919K	0.1%	215
2023 Q4	$5.89M	Buy	174,921 +14,412	+9%	+$420K	0.11%	206
2023 Q3	$4.39M	Sell	160,509 -1,007	-0.6%	-$29.8K	0.09%	227
2023 Q2	$4.63M	Buy	161,516 +3,540	+2%	+$101K	0.11%	198
2023 Q1	$4.52M	Buy	157,976 +21,408	+16%	+$707K	0.11%	199
2022 Q4	$4.52M	Sell	136,568 -240,930	-64%	-$8.3M	0.12%	189
2022 Q3	$11.4M	Buy	377,498 +6,836	+2%	+$229K	0.31%	84
2022 Q2	$11.5M	Buy	370,662 +9,376	+3%	+$338K	0.29%	88
2022 Q1	$14.9M	Sell	361,286 -13,726	-4%	-$619K	0.33%	72
2021 Q4	$16.7M	Buy	+375,012	New	+$17.1M	0.33%	78