M3 Advisory Group’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
2025
Q3
$786K Buy
2025
Q2
$712K Buy
2025
Q1
$596K Buy
2024
Q4
$607K Buy
2024
Q3
$546K Buy
2024
Q2
$541K Buy
2024
Q1
$514K Sell
2023
Q4
$492K Buy