Abound 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 | $257K | Sell |
5,435
-25
| -0.5% | -$1.18K | 0.07% | 61 |
|
|
2025
Q1 | $228K | Sell |
5,460
-488
| -8% | -$20.4K | 0.08% | 63 |
|
|
2024
Q4 | $261K | Buy |
5,948
+196
| +3% | +$8.61K | 0.08% | 57 |
|
|
2024
Q3 | $228K | Sell |
5,752
-197
| -3% | -$7.82K | 0.08% | 58 |
|
|
2024
Q2 | $237K | Sell |
5,949
-15
| -0.3% | -$597 | 0.09% | 53 |
|
|
2024
Q1 | $226K | Buy |
5,964
+35
| +0.6% | +$1.33K | 0.09% | 57 |
|
|
2023
Q4 | $200K | Sell |
5,929
-54
| -0.9% | -$1.82K | 0.08% | 60 |
|
|
2023
Q3 | $164K | Sell |
5,983
-11,781
| -66% | -$323K | 0.07% | 61 |
|
|
2023
Q2 | $510K | Buy |
17,764
+346
| +2% | +$9.93K | 0.21% | 34 |
|
|
2023
Q1 | $498K | Sell |
17,418
-532
| -3% | -$15.2K | 0.22% | 32 |
|
|
2022
Q4 | $595K | Buy |
17,950
+710
| +4% | +$23.5K | 0.29% | 29 |
|
|
2022
Q3 | $521K | Buy |
17,240
+295
| +2% | +$8.91K | 0.28% | 31 |
|
|
2022
Q2 | $528K | Buy |
16,945
+198
| +1% | +$6.16K | 0.29% | 32 |
|
|
2022
Q1 | $690K | Buy |
16,747
+4
| +0% | +$165 | 0.5% | 27 |
|
|
2021
Q4 | $745K | Buy |
+16,743
| New | +$745K | 0.59% | 22 |
|