Zimmermann Investment Management & Planning’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-12,960	Closed	-$355K	–	121
2023 Q3	$355K	Buy	+12,960	New	+$355K	0.17%	80