Philip James Wealth Mangement’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.63M Sell
2025
Q2
$7.67M Sell
2025
Q1
$7.75M Sell
2024
Q4
$8.38M Sell
2024
Q3
$9.67M Buy