Aberdeen Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Hold |
12,558
| – | – | 0.4% | 72 |
|
|
2025
Q1 | $524K | Hold |
12,558
| – | – | 0.36% | 83 |
|
|
2024
Q4 | $552K | Hold |
12,558
| – | – | 0.38% | 79 |
|
|
2024
Q3 | $498K | Buy |
12,558
+300
| +2% | +$11.9K | 0.33% | 91 |
|
|
2024
Q2 | $488K | Hold |
12,258
| – | – | 0.33% | 89 |
|
|
2024
Q1 | $465K | Hold |
12,258
| – | – | 0.27% | 99 |
|
|
2023
Q4 | $413K | Hold |
12,258
| – | – | 0.3% | 99 |
|
|
2023
Q3 | $336K | Hold |
12,258
| – | – | 0.25% | 104 |
|
|
2023
Q2 | $352K | Hold |
12,258
| – | – | 0.25% | 106 |
|
|
2023
Q1 | $351K | Hold |
12,258
| – | – | 0.26% | 102 |
|
|
2022
Q4 | $406K | Hold |
12,258
| – | – | 0.31% | 94 |
|
|
2022
Q3 | $370K | Hold |
12,258
| – | – | 0.33% | 87 |
|
|
2022
Q2 | $382K | Hold |
12,258
| – | – | 0.3% | 88 |
|
|
2022
Q1 | $505K | Hold |
12,258
| – | – | 0.34% | 78 |
|
|
2021
Q4 | $545K | Hold |
12,258
| – | – | 0.36% | 78 |
|
|
2021
Q3 | $520K | Hold |
12,258
| – | – | 0.5% | 67 |
|
|
2021
Q2 | $505K | Hold |
12,258
| – | – | 0.47% | 71 |
|
|
2021
Q1 | $474K | Sell |
12,258
-286
| -2% | -$11.1K | 0.38% | 78 |
|
|
2020
Q4 | $380K | Sell |
12,544
-244
| -2% | -$7.39K | 0.29% | 95 |
|
|
2020
Q3 | $308K | Sell |
12,788
-4,249
| -25% | -$102K | 0.29% | 98 |
|
|
2020
Q2 | $405K | Buy |
17,037
+4,256
| +33% | +$101K | 0.43% | 78 |
|
|
2020
Q1 | $271K | Buy |
12,781
+5
| +0% | +$106 | 0.33% | 94 |
|
|
2019
Q4 | $450K | Buy |
+12,776
| New | +$450K | 0.34% | 74 |
|