Mezzasalma 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
$517K Sell
10,918
-3
-0% -$142 0.16% 79
2025
Q1
$456K Sell
10,921
-122
-1% -$5.09K 0.16% 84
2024
Q4
$485K Buy
11,043
+2,121
+24% +$93.2K 0.16% 76
2024
Q3
$354K Buy
8,922
+418
+5% +$16.6K 0.14% 59
2024
Q2
$338K Buy
8,504
+1,602
+23% +$63.7K 0.15% 55
2024
Q1
$262K Buy
+6,902
New +$262K 0.12% 87