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Principia Wealth Advisory’s Bank of America BAC Stock Holding History

Principia Wealth Advisory’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$11.5K Buy
242
+179
+284% +$8.47K 0.01% 156
2025
Q1 		$2.34K Sell
63
-110
-64% -$4.09K ﹤0.01% 265
2024
Q4 		$7.6K Buy
+173
New +$7.6K 0.01% 132