YorkBridge Wealth Partners’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 Q4	$1.72M	Sell	51,804 -687	-1%	-$22.8K	0.44%	59
2022 Q3	$1.59M	Buy	52,491 +1,794	+4%	+$54.2K	0.41%	61
2022 Q2	$1.58M	Buy	50,697 +6,520	+15%	+$203K	0.41%	57
2022 Q1	$1.82M	Buy	44,177 +922	+2%	+$38K	0.4%	58
2021 Q4	$1.92M	Sell	43,255 -1,635	-4%	-$72.7K	0.43%	57
2021 Q3	$1.91M	Buy	44,890 +4,337	+11%	+$184K	0.48%	57
2021 Q2	$1.67M	Buy	40,553 +4,749	+13%	+$196K	0.44%	60
2021 Q1	$1.39M	Buy	35,804 +3,515	+11%	+$136K	0.41%	61
2020 Q4	$979K	Buy	32,289 +1,072	+3%	+$32.5K	0.33%	69
2020 Q3	$752K	Buy	31,217 +330	+1%	+$7.95K	0.32%	72
2020 Q2	$734K	Sell	30,887 -2,824	-8%	-$67.1K	0.34%	68
2020 Q1	$716K	Buy	33,711 +1,489	+5%	+$31.6K	0.44%	63
2019 Q4	$1.14M	Buy	32,222 +1,317	+4%	+$46.4K	0.52%	59
2019 Q3	$901K	Buy	30,905 +249	+0.8%	+$7.26K	0.45%	62
2019 Q2	$889K	Buy	30,656 +417	+1%	+$12.1K	0.4%	64
2019 Q1	$834K	Sell	30,239 -2,058	-6%	-$56.8K	0.38%	66
2018 Q4	$796K	Buy	32,297 +2,175	+7%	+$53.6K	0.42%	61
2018 Q3	$893K	Sell	30,122 -467	-2%	-$13.8K	0.41%	64
2018 Q2	$862K	Buy	30,589 +1,322	+5%	+$37.3K	0.38%	70
2018 Q1	$897K	Buy	29,267 +4,140	+16%	+$127K	0.41%	70
2017 Q4	$760K	Buy	25,127 +1,238	+5%	+$37.4K	0.37%	74
2017 Q3	$605K	Sell	23,889 -743	-3%	-$18.8K	0.31%	78
2017 Q2	$608K	Buy	24,632 +868	+4%	+$21.4K	0.32%	75
2017 Q1	$559K	Buy	23,764 +5,689	+31%	+$134K	0.29%	82
2016 Q4	$377K	Buy	+18,075	New	+$377K	0.22%	99