Wipfli 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
2022
Q3
$2.88M Buy
+95,502
New +$2.88M 0.2% 52
2022
Q2
Sell
-6,983
Closed -$288K 88
2022
Q1
$288K Buy
+6,983
New +$288K 0.03% 80