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

Sax 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 		$1.17M Buy
24,660
+11,921
+94% +$564K 0.07% 158
2025
Q1 		$532K Buy
12,739
+322
+3% +$13.4K 0.04% 209
2024
Q4 		$546K Buy
+12,417
New +$546K 0.04% 187