Strategic Family Wealth Counselors’s Bank of America BAC Stock Holding History

Strategic Family Wealth Counselors’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$413K	Hold
2025 Q2	$378K	Sell
2025 Q1	$345K	Buy
2024 Q4	$353K	Buy
2024 Q3	$218K	Sell
2024 Q2	$219K	Buy
2024 Q1	$207K	Buy
2022 Q1	–	Sell
2021 Q4	$207K	Sell
2021 Q3	$221K	Buy