Whelan Financial’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	$728K	Buy	15,394 +4,007	+35%	+$190K	0.26%	31
2025 Q1	$475K	Buy	11,387 +6,748	+145%	+$282K	0.18%	35
2024 Q4	$204K	Buy	+4,639	New	+$204K	0.08%	58