WMG Financial Advisors’s Bank of America BAC Stock Holding History

WMG Financial Advisors’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 Q3	$330K	Sell
2025 Q2	$306K	Buy
2025 Q1	$266K	Buy
2024 Q4	$274K	Sell
2024 Q3	$259K	Buy
2024 Q2	$247K	Buy
2024 Q1	$201K	Buy
2022 Q2	–	Sell
2022 Q1	$215K	Buy
2021 Q4	$222K	Buy