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

Icon 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	$7.01M	Sell
2025 Q1	$6.19M	Sell
2024 Q4	$6.62M	Sell
2024 Q3	$5.98M	Sell
2024 Q2	$6.37M	Sell
2024 Q1	$6.13M	Buy
2023 Q4	$4.81M	Buy
2022 Q4	$5.45M	Sell
2022 Q3	$5.29M	Buy