NWAG
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Net Worth Advisory Group’s Bank of America BAC Stock Holding History

Net Worth Advisory Group’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$691K Buy
14,601
+4,661
+47% +$221K 0.15% 135
2025
Q1 		$415K Sell
9,940
-469
-5% -$19.6K 0.13% 185
2024
Q4 		$457K Buy
10,409
+4,566
+78% +$201K 0.14% 182
2024
Q3 		$232K Buy
+5,843
New +$232K 0.07% 341