180 Wealth Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $992K | Sell |
17,409
-224
| -1% | -$11.9K | 0.1% | 204 |
|
|
2026
Q1 | $860K | Buy |
17,633
+455
| +3% | +$23.5K | 0.1% | 209 |
|
|
2025
Q4 | $945K | Buy |
17,178
+475
| +3% | +$25.1K | 0.11% | 188 |
|
|
2025
Q3 | $862K | Sell |
16,703
-1,117
| -6% | -$54.5K | 0.11% | 181 |
|
|
2025
Q2 | $843K | Buy |
17,820
+271
| +2% | +$11.4K | 0.12% | 166 |
|
|
2025
Q1 | $732K | Buy |
17,549
+267
| +2% | +$11.9K | 0.12% | 170 |
|
|
2024
Q4 | $760K | Sell |
17,282
-906
| -5% | -$39.9K | 0.12% | 157 |
|
|
2024
Q3 | $722K | Sell |
18,188
-320
| -2% | -$12.8K | 0.11% | 175 |
|
|
2024
Q2 | $774K | Sell |
18,508
-920
| -5% | -$35.3K | 0.13% | 153 |
|
|
2024
Q1 | $737K | Sell |
19,428
-1,474
| -7% | -$50.6K | 0.13% | 161 |
|
|
2023
Q4 | $709K | Buy |
20,902
+1,291
| +7% | +$37.6K | 0.14% | 147 |
|
|
2023
Q3 | $537K | Sell |
19,611
-2,489
| -11% | -$73.6K | 0.12% | 178 |
|
|
2023
Q2 | $645K | Buy |
22,100
+122
| +0.6% | +$3.48K | 0.14% | 155 |
|
|
2023
Q1 | $629K | Buy |
21,978
+1,826
| +9% | +$60.3K | 0.15% | 148 |
|
|
2022
Q4 | $712K | Buy |
20,152
+265
| +1% | +$9.13K | 0.17% | 128 |
|
|
2022
Q3 | $601K | Buy |
19,887
+1,270
| +7% | +$42.5K | 0.17% | 121 |
|
|
2022
Q2 | $588K | Buy |
18,617
+269
| +1% | +$9.69K | 0.15% | 132 |
|
|
2022
Q1 | $726K | Buy |
18,348
+260
| +1% | +$11.7K | 0.16% | 132 |
|
|
2021
Q4 | $813K | Sell |
18,088
-2,477
| -12% | -$113K | 0.18% | 119 |
|
|
2021
Q3 | $954K | Buy |
20,565
+50
| +0.2% | +$2.01K | 0.21% | 116 |
|
|
2021
Q2 | $850K | Sell |
20,515
-337
| -2% | -$13.8K | 0.19% | 116 |
|
|
2021
Q1 | $884K | Sell |
20,852
-1,015
| -5% | -$35K | 0.22% | 113 |
|
|
2020
Q4 | $717K | Buy |
21,867
+1,034
| +5% | +$27.7K | 0.21% | 114 |
|
|
2020
Q3 | $503K | Sell |
20,833
-495
| -2% | -$12.3K | 0.19% | 112 |
|
|
2020
Q2 | $495K | Sell |
21,328
-80
| -0.4% | -$1.89K | 0.2% | 112 |
|
|
2020
Q1 | $440K | Sell |
21,408
-1,511
| -7% | -$45.3K | 0.23% | 111 |
|
|
2019
Q4 | $795K | Sell |
22,919
-337
| -1% | -$10.9K | 0.32% | 88 |
|
|
2019
Q3 | $672K | Sell |
23,256
-22,471
| -49% | -$646K | 0.3% | 90 |
|
|
2019
Q2 | $1.35M | Sell |
45,727
-237
| -0.5% | -$6.83K | 0.61% | 39 |
|
|
2019
Q1 | $1.38M | Buy |
45,964
+1,026
| +2% | +$29K | 0.62% | 37 |
|
|
2018
Q4 | $1.32M | Hold |
44,938
| – | – | 0.62% | 39 |
|
|
2018
Q3 | $1.32M | Sell |
44,938
-121
| -0.3% | -$3.69K | 0.61% | 39 |
|
|
2018
Q2 | $1.27M | Sell |
45,059
-286
| -0.6% | -$8.53K | 0.63% | 44 |
|
|
2018
Q1 | $1.36M | Sell |
45,345
-194
| -0.4% | -$6.09K | 0.71% | 42 |
|
|
2017
Q4 | $1.34M | Buy |
+45,539
| New | +$1.26M | 0.68% | 44 |
|
Other funds holding BAC
180 Wealth Advisors's BAC Position: Q2 2026 in Review
180 Wealth Advisors reduced its Bank of America (BAC) stake by 1.3% in Q2 2026, selling an estimated $11.9K and leaving 17,409 shares worth $992K. The position accounts for 0.1% of the portfolio, ranked #204.
180 Wealth Advisors first reported a position in BAC in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.38M in Q1 2019. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- 180 Wealth Advisors held 17,409 shares of Bank of America worth $992K as of Q2 2026.
- 180 Wealth Advisors sold 224 Bank of America shares in Q2 2026, an estimated $11.9K.
- Bank of America made up 0.1% of 180 Wealth Advisors's portfolio in Q2 2026, its #204 holding.
- 180 Wealth Advisors first reported a position in Bank of America in Q4 2017 and has held it in 35 quarters since.
- 180 Wealth Advisors's Bank of America position peaked at $1.38M in Q1 2019.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.