Annis Gardner Whiting Capital Advisors’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 | $1.48M | Sell |
31,351
-2,924
| -9% | -$138K | 0.51% | 36 |
|
|
2025
Q1 | $1.43M | Sell |
34,275
-2,637
| -7% | -$110K | 0.6% | 33 |
|
|
2024
Q4 | $1.62M | Sell |
36,912
-2,535
| -6% | -$111K | 0.45% | 43 |
|
|
2024
Q3 | $1.57M | Sell |
39,447
-4,610
| -10% | -$183K | 0.44% | 40 |
|
|
2024
Q2 | $1.75M | Buy |
44,057
+14,716
| +50% | +$585K | 0.5% | 29 |
|
|
2024
Q1 | $1.11M | Buy |
29,341
+4,879
| +20% | +$185K | 0.4% | 37 |
|
|
2023
Q4 | $824K | Sell |
24,462
-179
| -0.7% | -$6.03K | 0.36% | 51 |
|
|
2023
Q3 | $675K | Buy |
+24,641
| New | +$675K | 0.36% | 49 |
|