Evelyn Partners Asset Management’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	$900K	Buy	19,028 +18,433	+3,098%	+$872K	0.41%	37
2025 Q1	$828K	Buy	+595	New	+$828K	0.52%	29