Delap Wealth Advisory’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-22,769	Closed	-$863K	–	139
2024 Q1	$863K	Buy	+22,769	New	+$863K	0.35%	45
2023 Q2	–	Sell	-8,677	Closed	-$248K	–	52
2023 Q1	$248K	Sell	8,677 -1,888	-18%	-$54K	0.25%	45
2022 Q4	$350K	Buy	+10,565	New	+$350K	0.37%	46