Consultiva 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	$135K	Sell	2,850 -600	-17%	-$28.4K	0.42%	40
2025 Q1	$144K	Buy	3,450 +3,350	+3,350%	+$140K	0.5%	34
2024 Q4	$4.4K	Buy	+100	New	+$4.4K	0.02%	143