Altus Wealth Group’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 | $584K | Sell |
12,345
-21
| -0.2% | -$994 | 0.26% | 76 |
|
|
2025
Q1 | $516K | Buy |
12,366
+301
| +2% | +$12.6K | 0.24% | 76 |
|
|
2024
Q4 | $530K | Buy |
12,065
+147
| +1% | +$6.46K | 0.23% | 86 |
|
|
2024
Q3 | $473K | Buy |
11,918
+212
| +2% | +$8.41K | 0.2% | 90 |
|
|
2024
Q2 | $466K | Buy |
11,706
+170
| +1% | +$6.76K | 0.23% | 87 |
|
|
2024
Q1 | $437K | Sell |
11,536
-340
| -3% | -$12.9K | 0.22% | 90 |
|
|
2023
Q4 | $400K | Buy |
+11,876
| New | +$400K | 0.22% | 94 |
|
|
2021
Q1 | – | Sell |
-3,054
| Closed | -$93K | – | 213 |
|
|
2020
Q4 | $93K | Buy |
+3,054
| New | +$93K | 0.09% | 141 |
|