Motive Wealth 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	$270K	Buy	5,705 +868	+18%	+$41.1K	0.12%	66
2025 Q1	$202K	Sell	4,837 -577	-11%	-$24.1K	0.11%	70
2024 Q4	$238K	Buy	+5,414	New	+$238K	0.13%	65
2023 Q1	–	Sell	-6,817	Closed	-$226K	–	53
2022 Q4	$226K	Buy	+6,817	New	+$226K	0.17%	56