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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-235
Closed -$9.31K 80
2024
Q3
$9.31K Buy
235
+2
+0.9% +$79 0.01% 165
2024
Q2
$9.27K Buy
233
+3
+1% +$119 0.01% 195
2024
Q1
$8.73K Hold
230
0.01% 195
2023
Q4
$7.83K Buy
+230
New +$7.83K 0.01% 195