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North Berkeley Wealth Management’s Bank of America BAC Stock Holding History

North Berkeley Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,166
Closed -$227K – 63
2024
Q4 		$227K Buy
+5,166
New +$227K 0.23% 56