Heritage Wealth Management (California)’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,663	Closed	-$177K	–	85
2024 Q1	$177K	Sell	4,663 -96	-2%	-$3.64K	0.13%	75
2023 Q4	$160K	Buy	+4,759	New	+$160K	0.13%	72