UP Strategic Wealth Investment Advisors’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$254K	Sell	5,378 -1,023	-16%	-$48.4K	0.2%	76
2025 Q1	$267K	Buy	6,401 +1,528	+31%	+$63.8K	0.24%	66
2024 Q4	$214K	Buy	+4,873	New	+$214K	0.21%	76