Gratus Wealth Advisors’s Bank of America BAC Stock Holding History

Gratus Wealth Advisors’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.61M	Sell
2025 Q1	$1.78M	Buy
2024 Q4	$1.87M	Sell
2024 Q3	$2.28M	Buy
2024 Q2	$2.06M	Buy
2024 Q1	$1.72M	Buy
2023 Q4	$1.6M	Buy