Diversify 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
$5.47M Buy
2025
Q1
$4.25M Buy
2024
Q4
$3.49M Buy
2024
Q3
$2.32M Sell
2024
Q2
$2.03M Buy