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Affinity Wealth Management LLC

SEC CIK
0000810672
Latest filing
Jul 22, 2026

BAC holding history

Bank of America Corp in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q3 2021
Holdings of BAC by Affinity Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−6,452−100.0%Sold outHolders
Q4 20226,452$213.7K0.1%−470−6.8%ReducedHolders
Q3 20226,922$209.0K0.1%00.0%UnchangedHolders
Q2 20226,922$217.0K0.1%+11+0.2%AddedHolders
Q1 20226,911$268.0K0.1%+1,740+33.6%AddedHolders
Q4 20215,171$245.0K0.1%00.0%UnchangedHolders
Q3 20215,171$223.0K<0.1%+5,171NewHolders