Monograph Wealth Advisors’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$207K Buy
2024
Q2
Sell
2024
Q1
$877K Buy
2022
Q2
Sell
2022
Q1
$248K Buy