True Wealth Design’s Bank of America BAC Stock Holding History

True Wealth Design’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	$77.7K	Buy
2025 Q2	$28K	Sell
2025 Q1	$120K	Buy
2024 Q4	$114K	Buy
2024 Q3	$97.9K	Buy
2024 Q2	$11.9K	Buy
2023 Q2	–	Sell
2023 Q1	$1.26K	Buy