FA
Fiducient Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,076
| Closed | -$295K | – | 154 |
|
|
2025
Q1 | $295K | Buy |
+7,076
| New | +$295K | 0.04% | 133 |
|
|
2024
Q2 | – | Sell |
-13,370
| Closed | -$507K | – | 144 |
|
|
2024
Q1 | $507K | Buy |
13,370
+17
| +0.1% | +$645 | 0.1% | 84 |
|
|
2023
Q4 | $450K | Buy |
13,353
+138
| +1% | +$4.65K | 0.08% | 81 |
|
|
2023
Q3 | $362K | Buy |
+13,215
| New | +$362K | 0.02% | 84 |
|