NWWA
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New Wave Wealth Advisors’s Bank of America BAC Stock Holding History

New Wave Wealth Advisors’s Portfolio BAC Stock Details BAC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$754K Buy
+15,931
New +$754K 0.32% 55
2025
Q1 		– Sell
-3,753
Closed -$165K – 179
2024
Q4 		$165K Buy
+3,753
New +$165K 0.07% 155