West Financial 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	$23.5K	Hold	497	–	–	﹤0.01%	134
2025 Q1	$20.7K	Hold	497	–	–	﹤0.01%	132
2024 Q4	$21.8K	Buy	+497	New	+$21.8K	﹤0.01%	131