180 Wealth Advisors’s Bank of America BAC Stock Holding History

180 Wealth Advisors’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$843K	Buy	17,820 +271	+2%	+$12.8K	0.12%	166
2025 Q1	$732K	Buy	17,549 +267	+2%	+$11.1K	0.12%	170
2024 Q4	$760K	Sell	17,282 -906	-5%	-$39.8K	0.12%	157
2024 Q3	$722K	Sell	18,188 -320	-2%	-$12.7K	0.11%	175
2024 Q2	$774K	Sell	18,508 -920	-5%	-$38.5K	0.13%	153
2024 Q1	$737K	Sell	19,428 -1,474	-7%	-$55.9K	0.13%	161
2023 Q4	$709K	Buy	20,902 +1,291	+7%	+$43.8K	0.14%	147
2023 Q3	$537K	Sell	19,611 -2,489	-11%	-$68.1K	0.12%	178
2023 Q2	$645K	Buy	22,100 +122	+0.6%	+$3.56K	0.14%	155
2023 Q1	$629K	Buy	21,978 +1,826	+9%	+$52.2K	0.15%	148
2022 Q4	$712K	Buy	20,152 +265	+1%	+$9.37K	0.17%	128
2022 Q3	$601K	Buy	19,887 +1,270	+7%	+$38.4K	0.17%	121
2022 Q2	$588K	Buy	18,617 +269	+1%	+$8.5K	0.15%	132
2022 Q1	$726K	Buy	18,348 +260	+1%	+$10.3K	0.16%	132
2021 Q4	$813K	Sell	18,088 -2,477	-12%	-$111K	0.18%	119
2021 Q3	$954K	Buy	20,565 +50	+0.2%	+$2.32K	0.21%	116
2021 Q2	$850K	Sell	20,515 -337	-2%	-$14K	0.19%	116
2021 Q1	$884K	Sell	20,852 -1,015	-5%	-$43K	0.22%	113
2020 Q4	$717K	Buy	21,867 +1,034	+5%	+$33.9K	0.21%	114
2020 Q3	$503K	Sell	20,833 -495	-2%	-$12K	0.19%	112
2020 Q2	$495K	Sell	21,328 -80	-0.4%	-$1.86K	0.2%	112
2020 Q1	$440K	Sell	21,408 -1,511	-7%	-$31.1K	0.23%	111
2019 Q4	$795K	Sell	22,919 -337	-1%	-$11.7K	0.32%	88
2019 Q3	$672K	Sell	23,256 -22,471	-49%	-$649K	0.3%	90
2019 Q2	$1.35M	Sell	45,727 -237	-0.5%	-$6.99K	0.61%	39
2019 Q1	$1.38M	Buy	45,964 +1,026	+2%	+$30.7K	0.62%	37
2018 Q4	$1.32M	Hold	44,938	–	–	0.62%	39
2018 Q3	$1.32M	Sell	44,938 -121	-0.3%	-$3.57K	0.61%	39
2018 Q2	$1.27M	Sell	45,059 -286	-0.6%	-$8.06K	0.63%	44
2018 Q1	$1.36M	Sell	45,345 -194	-0.4%	-$5.82K	0.71%	42
2017 Q4	$1.34M	Buy	+45,539	New	+$1.34M	0.68%	44