TWM
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TCFG Wealth Management’s Bank of America BAC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$432K Sell
9,133
-341
-4% -$16.1K 0.2% 140
2025
Q1
$395K Buy
9,474
+295
+3% +$12.3K 0.2% 130
2024
Q4
$403K Hold
9,179
0.2% 125
2024
Q3
$364K Buy
+9,179
New +$364K 0.18% 130