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

Trueblood Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$244K Buy
5,159
+19
+0.4% +$899 0.1% 219
2025
Q1 		$214K Buy
+5,140
New +$214K 0.1% 220