Wealthspan Partners’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	$231K	Hold	4,881	–	–	0.1%	104
2025 Q1	$204K	Hold	4,881	–	–	0.09%	107
2024 Q4	$215K	Buy	+4,881	New	+$215K	0.1%	102