HMV Wealth Advisors’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	–	Sell	-4,947	Closed	-$206K	–	82
2025 Q1	$206K	Hold	4,947	–	–	0.16%	79
2024 Q4	$217K	Buy	+4,947	New	+$217K	0.22%	76