PWM
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Parkshore Wealth Management’s Bank of America BAC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$639K Buy
13,507
+6
+0% +$284 0.31% 37
2025
Q1
$563K Buy
13,501
+7
+0.1% +$292 0.33% 36
2024
Q4
$593K Buy
+13,494
New +$593K 0.36% 37