Jamison Private Wealth Management’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.1M	Buy	268,064 +1,273	+0.5%	+$65.7K	1.64%	15
2025 Q4	$14.7M	Sell	266,791 -191	-0.1%	-$10.1K	1.83%	15
2025 Q3	$13.8M	Buy	266,982 +865	+0.3%	+$42.2K	1.78%	15
2025 Q2	$12.6M	Buy	266,117 +2,803	+1%	+$118K	1.81%	15
2025 Q1	$11M	Buy	263,314 +2,147	+0.8%	+$95.7K	1.67%	16
2024 Q4	$11.5M	Buy	261,167 +588	+0.2%	+$25.9K	1.69%	15
2024 Q3	$10.3M	Buy	260,579 +7,118	+3%	+$285K	1.57%	16
2024 Q2	$10.1M	Sell	253,461 -3,804	-1%	-$146K	1.68%	15
2024 Q1	$9.76M	Buy	257,265 +1,606	+0.6%	+$55.1K	1.65%	15
2023 Q4	$8.61M	Sell	255,659 -1,123	-0.4%	-$32.7K	1.61%	15
2023 Q3	$7.03M	Buy	+256,782	New	+$7.6M	1.45%	21