Willow Creek Wealth Management’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	$347K	Hold	6,718	–	–	0.03%	127
2025 Q2	$318K	Sell	6,718 -826	-11%	-$34.8K	0.03%	132
2025 Q1	$315K	Buy	7,544 +558	+8%	+$24.9K	0.03%	121
2024 Q4	$307K	Sell	6,986 -56	-0.8%	-$2.46K	0.03%	125
2024 Q3	$279K	Hold	7,042	–	–	0.03%	135
2024 Q2	$280K	Buy	7,042 +32	+0.5%	+$1.23K	0.03%	128
2024 Q1	$266K	Sell	7,010 -1,114	-14%	-$38.2K	0.03%	130
2023 Q4	$274K	Buy	+8,124	New	+$237K	0.03%	119
2023 Q3	–	Sell	-7,032	Closed	-$202K	–	132
2023 Q2	$202K	Buy	+7,032	New	+$201K	0.03%	140
2023 Q1	–	Sell	-7,189	Closed	-$238K	–	133
2022 Q4	$238K	Buy	7,189 +242	+3%	+$8.34K	0.04%	113
2022 Q3	$210K	Hold	6,947	–	–	0.04%	113
2022 Q2	$216K	Hold	6,947	–	–	0.04%	115
2022 Q1	$286K	Hold	6,947	–	–	0.06%	95
2021 Q4	$309K	Hold	6,947	–	–	0.06%	96
2021 Q3	$295K	Hold	6,947	–	–	0.07%	90
2021 Q2	$286K	Buy	6,947 +391	+6%	+$16K	0.07%	89
2021 Q1	$254K	Buy	+6,556	New	+$226K	0.09%	82
2020 Q1	–	Sell	-6,854	Closed	-$241K	–	67
2019 Q4	$241K	Sell	6,854 -271	-4%	-$8.76K	0.11%	69
2019 Q3	$208K	Buy	7,125 +50	+0.7%	+$1.44K	0.1%	82
2019 Q2	$205K	Buy	+7,075	New	+$204K	0.1%	81
2018 Q4	–	Sell	-7,070	Closed	-$208K	–	67
2018 Q3	$208K	Sell	7,070 -826	-10%	-$25.2K	0.12%	67
2018 Q2	$223K	Buy	7,896 +140	+2%	+$4.18K	0.13%	60
2018 Q1	$233K	Buy	+7,756	New	+$244K	0.12%	60