Philip James Wealth Mangement’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	$7.67M	Sell	162,094 -23,670	-13%	-$1.12M	0.98%	24
2025 Q1	$7.75M	Sell	185,764 -4,918	-3%	-$205K	0.94%	26
2024 Q4	$8.38M	Sell	190,682 -53,006	-22%	-$2.33M	1.08%	19
2024 Q3	$9.67M	Buy	+243,688	New	+$9.67M	1.19%	19