Holistic Financial Partners’s Bank of America BAC Stock Holding History

Holistic Financial Partners’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 Q3	$398K	Sell
2025 Q2	$422K	Buy
2021 Q3	–	Sell
2021 Q2	$244K	Sell
2021 Q1	$231K	Buy
2018 Q2	–	Sell
2018 Q1	$127K	Sell
2017 Q4	$140K	Buy