Kondo 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
$264K Sell
5,489
-133
-2% -$6.4K 0.12% 59
2025
Q1
$235K Buy
5,622
+77
+1% +$3.21K 0.12% 55
2024
Q4
$244K Buy
+5,545
New +$244K 0.12% 55