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Unique Wealth Strategies’s Bank of America BAC Stock Holding History

Unique Wealth Strategies’s Portfolio BAC Stock Details BAC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$625K Hold
16,479
– – 0.29% 96
2024
Q1 		$625K Buy
16,479
+5,944
+56% +$225K 0.31% 96
2023
Q4 		$355K Buy
+10,535
New +$355K 0.24% 123