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

Mowery & Schoenfeld 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 		$561K Hold
11,856
– – 0.85% 22
2025
Q1 		$495K Hold
11,856
– – 0.97% 24
2024
Q4 		$521K Buy
+11,856
New +$521K 1.01% 21