AO
Advisor OS’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
39,957
+872
| +2% | +$41.3K | 0.19% | 77 |
|
|
2025
Q1 | $1.63M | Sell |
39,085
-1,137
| -3% | -$47.4K | 0.19% | 76 |
|
|
2024
Q4 | $1.77M | Sell |
40,222
-10,391
| -21% | -$457K | 0.2% | 73 |
|
|
2024
Q3 | $2.01M | Buy |
50,613
+4,035
| +9% | +$160K | 0.2% | 93 |
|
|
2024
Q2 | $1.85M | Buy |
46,578
+2,309
| +5% | +$91.8K | 0.2% | 91 |
|
|
2024
Q1 | $1.68M | Sell |
44,269
-424
| -0.9% | -$16.1K | 0.19% | 95 |
|
|
2023
Q4 | $1.5M | Buy |
44,693
+1,751
| +4% | +$59K | 0.2% | 90 |
|
|
2023
Q3 | $1.18M | Sell |
42,942
-15,988
| -27% | -$438K | 0.18% | 107 |
|
|
2023
Q2 | $1.69M | Buy |
58,930
+15,262
| +35% | +$438K | 0.28% | 69 |
|
|
2023
Q1 | $1.25M | Buy |
43,668
+5,014
| +13% | +$143K | 0.3% | 86 |
|
|
2022
Q4 | $1.28M | Buy |
38,654
+16,632
| +76% | +$551K | 0.34% | 73 |
|
|
2022
Q3 | $664K | Sell |
22,022
-5,219
| -19% | -$157K | 0.2% | 102 |
|
|
2022
Q2 | $848K | Buy |
27,241
+9,652
| +55% | +$300K | 0.25% | 95 |
|
|
2022
Q1 | $725K | Buy |
17,589
+2,854
| +19% | +$118K | 0.21% | 112 |
|
|
2021
Q4 | $656K | Buy |
14,735
+799
| +6% | +$35.6K | 0.13% | 145 |
|
|
2021
Q3 | $592K | Buy |
13,936
+438
| +3% | +$18.6K | 0.13% | 141 |
|
|
2021
Q2 | $557K | Buy |
13,498
+7,217
| +115% | +$298K | 0.12% | 133 |
|
|
2021
Q1 | $242K | Buy |
+6,281
| New | +$242K | 0.05% | 179 |
|