Heritage Wealth Management (Ohio)’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	$991K	Buy	20,933 +4	+0%	+$189	0.32%	82
2025 Q1	$873K	Buy	20,929 +372	+2%	+$15.5K	0.3%	84
2024 Q4	$903K	Sell	20,557 -1,107	-5%	-$48.7K	0.3%	84
2024 Q3	$860K	Buy	21,664 +4	+0%	+$159	0.28%	90
2024 Q2	$875K	Buy	+21,660	New	+$875K	0.29%	89