McCarter Private Wealth Services’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	$872K	Sell	18,431 -111	-0.6%	-$5.25K	0.5%	45
2025 Q1	$774K	Buy	18,542 +680	+4%	+$28.4K	0.51%	41
2024 Q4	$785K	Buy	17,862 +1,250	+8%	+$54.9K	0.5%	42
2024 Q3	$659K	Buy	+16,612	New	+$659K	0.42%	47