Von Berge Wealth Management Group’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$239K Buy
2025
Q1
Sell
2024
Q4
$232K Sell
2024
Q3
$227K Sell
2024
Q2
$205K Buy
2022
Q2
Sell
2022
Q1
$238K Buy
2021
Q4
$288K Buy