Schneider Downs Wealth Management Advisors’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,014	Closed	-$221K	–	157
2025 Q4	$221K	Buy	4,014 +124	+3%	+$6.55K	0.02%	147
2025 Q3	$201K	Buy	+3,890	New	+$190K	0.02%	146
2022 Q3	–	Sell	-6,517	Closed	-$203K	–	133
2022 Q2	$203K	Buy	6,517 +870	+15%	+$31.3K	0.06%	134
2022 Q1	$233K	Hold	5,647	–	–	0.06%	133
2021 Q4	$251K	Sell	5,647 -2,422	-30%	-$110K	0.06%	133
2021 Q3	$343K	Buy	8,069 +2,589	+47%	+$104K	0.09%	95
2021 Q2	$226K	Buy	5,480 +154	+3%	+$6.31K	0.06%	129
2021 Q1	$206K	Buy	+5,326	New	+$184K	0.05%	130
2020 Q4	–	Sell	-11,465	Closed	-$276K	–	96
2020 Q3	$276K	Hold	11,465	–	–	0.09%	77
2020 Q2	$272K	Hold	11,465	–	–	0.09%	71
2020 Q1	$243K	Buy	+11,465	New	+$344K	0.09%	74