Angeles 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 | $1.9M | Buy |
40,127
+1,040
| +3% | +$49.2K | 0.13% | 58 |
|
|
2025
Q1 | $1.63M | Sell |
39,087
-263
| -0.7% | -$11K | 0.14% | 63 |
|
|
2024
Q4 | $1.73M | Buy |
39,350
+13,861
| +54% | +$609K | 0.14% | 57 |
|
|
2024
Q3 | $1.01M | Sell |
25,489
-101,167
| -80% | -$4.01M | 0.09% | 82 |
|
|
2024
Q2 | $5.04M | Buy |
126,656
+9,346
| +8% | +$372K | 0.47% | 29 |
|
|
2024
Q1 | $4.45M | Buy |
117,310
+2,490
| +2% | +$94.4K | 0.45% | 28 |
|
|
2023
Q4 | $3.87M | Buy |
114,820
+101,584
| +767% | +$3.42M | 0.47% | 25 |
|
|
2023
Q3 | $362K | Buy |
13,236
+3,919
| +42% | +$107K | 0.05% | 113 |
|
|
2023
Q2 | $267K | Sell |
9,317
-5,575
| -37% | -$160K | 0.04% | 151 |
|
|
2023
Q1 | $426K | Buy |
14,892
+1,453
| +11% | +$41.6K | 0.06% | 118 |
|
|
2022
Q4 | $445K | Buy |
13,439
+4,113
| +44% | +$136K | 0.08% | 107 |
|
|
2022
Q3 | $282K | Buy |
+9,326
| New | +$282K | 0.06% | 126 |
|