Adamsbrown Wealth Consultants’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 | $534K | Buy |
11,282
+664
| +6% | +$31.4K | 0.15% | 49 |
|
|
2025
Q1 | $443K | Buy |
10,618
+444
| +4% | +$18.5K | 0.14% | 56 |
|
|
2024
Q4 | $447K | Buy |
10,174
+56
| +0.6% | +$2.46K | 0.15% | 54 |
|
|
2024
Q3 | $401K | Sell |
10,118
-43
| -0.4% | -$1.71K | 0.14% | 51 |
|
|
2024
Q2 | $404K | Buy |
10,161
+32
| +0.3% | +$1.27K | 0.16% | 49 |
|
|
2024
Q1 | $384K | Sell |
10,129
-385
| -4% | -$14.6K | 0.16% | 48 |
|
|
2023
Q4 | $354K | Sell |
10,514
-57
| -0.5% | -$1.92K | 0.15% | 48 |
|
|
2023
Q3 | $289K | Buy |
10,571
+701
| +7% | +$19.2K | 0.14% | 57 |
|
|
2023
Q2 | $283K | Sell |
9,870
-67
| -0.7% | -$1.92K | 0.15% | 59 |
|
|
2023
Q1 | $284K | Buy |
+9,937
| New | +$284K | 0.16% | 57 |
|