Sard Wealth Management Group’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	$266K	Sell	5,626 -7	-0.1%	-$331	0.16%	41
2025 Q1	$235K	Buy	5,633 +530	+10%	+$22.1K	0.16%	42
2024 Q4	$224K	Buy	5,103 +29	+0.6%	+$1.27K	0.15%	40
2024 Q3	$201K	Buy	5,074 +26	+0.5%	+$1.03K	0.13%	45
2024 Q2	$201K	Buy	+5,048	New	+$201K	0.14%	42