Drive 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
2026 Q1	$930K	Sell	19,087 -4,487	-19%	-$232K	0.2%	91
2025 Q4	$1.3M	Buy	23,574 +4,375	+23%	+$231K	0.25%	77
2025 Q3	$990K	Buy	19,199 +337	+2%	+$16.4K	0.21%	86
2025 Q2	$893K	Buy	18,862 +340	+2%	+$14.3K	0.2%	103
2025 Q1	$773K	Sell	18,522 -571	-3%	-$25.4K	0.18%	106
2024 Q4	$839K	Buy	19,093 +476	+3%	+$20.9K	0.21%	90
2024 Q3	$739K	Sell	18,617 -689	-4%	-$27.6K	0.19%	96
2024 Q2	$768K	Buy	19,306 +127	+0.7%	+$4.87K	0.21%	89
2024 Q1	$727K	Sell	19,179 -1,387	-7%	-$47.6K	0.2%	94
2023 Q4	$692K	Buy	20,566 +3,087	+18%	+$89.9K	0.22%	93
2023 Q3	$479K	Sell	17,479 -2,380	-12%	-$70.4K	0.17%	113
2023 Q2	$570K	Sell	19,859 -4,540	-19%	-$130K	0.21%	97
2023 Q1	$698K	Buy	24,399 +1,889	+8%	+$62.4K	0.29%	87
2022 Q4	$745K	Buy	22,510 +6,745	+43%	+$232K	0.37%	61
2022 Q3	$476K	Buy	15,765 +2,473	+19%	+$82.7K	0.45%	60
2022 Q2	$414K	Buy	13,292 +645	+5%	+$23.2K	0.38%	76
2022 Q1	$521K	Buy	12,647 +2,010	+19%	+$90.7K	0.44%	57
2021 Q4	$473K	Buy	+10,637	New	+$485K	0.42%	64