Evergreen Private Wealth’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
$615 Hold
13
﹤0.01% 282
2025
Q1
$542 Hold
13
﹤0.01% 181
2024
Q4
$571 Hold
13
﹤0.01% 188
2024
Q3
$516 Hold
13
﹤0.01% 194
2024
Q2
$517 Hold
13
﹤0.01% 199
2024
Q1
$493 Hold
13
﹤0.01% 204
2023
Q4
$438 Buy
+13
New +$438 ﹤0.01% 216