Crown Wealth Group’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
Q3
$362K Buy
2025
Q2
$327K Buy
2025
Q1
$254K Buy
2024
Q4
$254K Buy
2024
Q3
$223K Sell
2024
Q2
$224K Buy
2024
Q1
$213K Buy