GK Wealth 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
$276K Sell
5,844
-179
-3% -$8.47K 0.25% 95
2025
Q1
$251K Sell
6,023
-1,353
-18% -$56.5K 0.29% 98
2024
Q4
$324K Buy
+7,376
New +$324K 0.41% 69