Kolinsky 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
2024 Q4	$389K	Buy	8,845 +67	+0.8%	+$2.95K	0.24%	89
2024 Q3	$348K	Buy	8,778 +493	+6%	+$19.8K	0.23%	103
2024 Q2	$329K	Buy	8,285 +246	+3%	+$9.43K	0.24%	99
2024 Q1	$305K	Buy	8,039 +154	+2%	+$5.29K	0.23%	102
2023 Q4	$265K	Sell	7,885 -479	-6%	-$13.9K	0.23%	106
2023 Q3	$229K	Sell	8,364 -987	-11%	-$29.2K	0.23%	112
2023 Q2	$268K	Sell	9,351 -2,304	-20%	-$65.7K	0.25%	98
2023 Q1	$333K	Sell	11,655 -302	-3%	-$9.97K	0.35%	69
2022 Q4	$396K	Buy	11,957 +170	+1%	+$5.86K	0.45%	49
2022 Q3	$356K	Buy	11,787 +127	+1%	+$4.25K	0.45%	46
2022 Q2	$363K	Sell	11,660 -1,878	-14%	-$67.6K	0.43%	51
2022 Q1	$558K	Buy	13,538 +6	+0%	+$271	0.55%	31
2021 Q4	$602K	Buy	+13,532	New	+$616K	0.56%	31