Marshall & Sterling 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	$96.9K	Buy	2,049 +4	+0.2%	+$189	0.07%	110
2025 Q1	$85.3K	Buy	2,045 +1,338	+189%	+$55.8K	0.06%	112
2024 Q4	$31.1K	Buy	+707	New	+$31.1K	0.02%	167