Crux Wealth Advisors’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	$890K	Buy	18,804 +5,167	+38%	+$245K	0.38%	71
2025 Q1	$569K	Buy	13,637 +4,693	+52%	+$196K	0.3%	97
2024 Q4	$393K	Buy	+8,944	New	+$393K	0.22%	110