Mowery & Schoenfeld Wealth Management’s Bank of America BAC Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$561K	Hold
2025 Q1	$495K	Hold
2024 Q4	$521K	Buy