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Meriwether Wealth & Planning’s Bank of America BAC Stock Holding History

Meriwether Wealth & Planning’s Portfolio BAC Stock Details BAC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$921K Sell
19,473
-968
-5% -$45.8K 0.58% 34
2025
Q1 		$853K Buy
20,441
+2,868
+16% +$120K 0.56% 40
2024
Q4 		$772K Buy
+17,573
New +$772K 0.55% 41