Werba Rubin Papier Wealth Management’s Bank of America BAC Stock Holding History

Werba Rubin Papier Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$447K	Sell
2025 Q1	$420K	Sell
2024 Q4	$518K	Buy
2024 Q3	$436K	Buy
2024 Q2	$347K	Sell
2024 Q1	$347K	Buy
2023 Q4	–	Sell
2023 Q3	$422K	Buy
2023 Q2	$437K	Sell
2023 Q1	$437K	Buy
2022 Q4	$441K	Buy