FWI
Facet Wealth Inc’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Buy |
13,366
+3,366
| +34% | +$159K | 0.01% | 92 |
|
|
2025
Q1 | $411K | Sell |
10,000
-590
| -6% | -$24.3K | 0.01% | 92 |
|
|
2024
Q4 | $502K | Buy |
10,590
+3,288
| +45% | +$156K | 0.01% | 89 |
|
|
2024
Q3 | $305K | Buy |
+7,302
| New | +$305K | 0.01% | 113 |
|