Evelyn Partners Investment 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	$24.3M	Buy	529,298 +529,048	+211,619%	+$24.3M	1%	25
2025 Q1	$21.6M	Buy	+250	New	+$21.6M	0.98%	24