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

Tandem Wealth Advisors’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 Q2	$542K	Buy
2025 Q1	$410K	Buy
2024 Q4	$387K	Buy
2024 Q3	$307K	Sell
2024 Q2	$309K	Hold
2024 Q1	$294K	Buy
2023 Q4	$227K	Hold
2023 Q3	$184K	Buy
2023 Q1	–	Sell
2022 Q4	$185K	Buy