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Palacios Wealth Management’s Bank of America BAC Stock Holding History

Palacios Wealth Management’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 		$1.2M Buy
25,439
+19,977
+366% +$945K 0.99% 24
2025
Q1 		$228K Hold
5,462
– – 0.17% 57
2024
Q4 		$258K Buy
+5,462
New +$258K 0.28% 50