Legacy Wealth Management (Idaho)’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
$1.85K Sell
39
-50
-56% -$2.37K ﹤0.01% 519
2025
Q1
$3.71K Hold
89
﹤0.01% 448
2024
Q4
$4.22K Hold
89
﹤0.01% 400
2024
Q3
$4.08K Buy
+89
New +$4.08K ﹤0.01% 404