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

QTR Family Wealth’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 		$631K Buy
13,335
+2,910
+28% +$138K 0.39% 58
2025
Q1 		$435K Buy
+10,425
New +$435K 0.33% 85