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Mindset Wealth Management’s Bank of America BAC Stock Holding History

Mindset Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$501K Buy
10,584
+52
+0.5% +$2.46K 0.16% 70
2025
Q1 		$440K Buy
10,532
+887
+9% +$37K 0.17% 73
2024
Q4 		$424K Sell
9,645
-2,463
-20% -$108K 0.15% 74
2024
Q3 		$480K Buy
+12,108
New +$480K 0.2% 61