Petros Family Wealth’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$931K	Sell	19,671 -653	-3%	-$30.9K	0.85%	31
2025 Q1	$848K	Buy	20,324 +3,575	+21%	+$149K	0.94%	27
2024 Q4	$736K	Buy	+16,749	New	+$736K	0.79%	35