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Rooted Wealth Advisors’s Bank of America BAC Stock Holding History

Rooted Wealth Advisors’s Portfolio BAC Stock Details BAC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$240K Buy
+5,131
New +$240K 0.08% 97
2024
Q3 		– Sell
-5,540
Closed -$238K – 97
2024
Q2 		$238K Buy
+5,540
New +$238K 0.11% 80