Aprio 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 | $1.39M | Sell |
29,392
-37
| -0.1% | -$1.75K | 0.16% | 87 |
|
|
2025
Q1 | $1.23M | Sell |
29,429
-1,134
| -4% | -$47.3K | 0.15% | 90 |
|
|
2024
Q4 | $1.34M | Buy |
30,563
+1,752
| +6% | +$77K | 0.2% | 70 |
|
|
2024
Q3 | $1.14M | Buy |
28,811
+701
| +2% | +$27.8K | 0.18% | 72 |
|
|
2024
Q2 | $1.12M | Buy |
28,110
+2,452
| +10% | +$97.5K | 0.2% | 64 |
|
|
2024
Q1 | $973K | Buy |
25,658
+1,355
| +6% | +$51.4K | 0.19% | 68 |
|
|
2023
Q4 | $818K | Buy |
24,303
+5,128
| +27% | +$173K | 0.18% | 67 |
|
|
2023
Q3 | $525K | Sell |
19,175
-2,058
| -10% | -$56.3K | 0.14% | 78 |
|
|
2023
Q2 | $609K | Buy |
21,233
+909
| +4% | +$26.1K | 0.17% | 64 |
|
|
2023
Q1 | $581K | Buy |
20,324
+33
| +0.2% | +$944 | 0.18% | 58 |
|
|
2022
Q4 | $672K | Buy |
20,291
+2,760
| +16% | +$91.4K | 0.24% | 49 |
|
|
2022
Q3 | $529K | Buy |
17,531
+1,849
| +12% | +$55.8K | 0.21% | 59 |
|
|
2022
Q2 | $488K | Buy |
15,682
+1,107
| +8% | +$34.4K | 0.19% | 50 |
|
|
2022
Q1 | $601K | Buy |
14,575
+1,322
| +10% | +$54.5K | 0.23% | 48 |
|
|
2021
Q4 | $590K | Sell |
13,253
-550
| -4% | -$24.5K | 0.25% | 41 |
|
|
2021
Q3 | $586K | Buy |
13,803
+3,850
| +39% | +$163K | 0.27% | 41 |
|
|
2021
Q2 | $410K | Buy |
+9,953
| New | +$410K | 0.19% | 42 |
|
|
2020
Q4 | $382K | Sell |
12,597
-1,980
| -14% | -$60K | 0.25% | 38 |
|
|
2020
Q3 | $351K | Buy |
14,577
+1,880
| +15% | +$45.3K | 0.25% | 42 |
|
|
2020
Q2 | $302K | Sell |
12,697
-1,304
| -9% | -$31K | 0.29% | 43 |
|
|
2020
Q1 | $297K | Buy |
14,001
+6,960
| +99% | +$148K | 0.38% | 42 |
|
|
2019
Q4 | $248K | Buy |
+7,041
| New | +$248K | 0.18% | 59 |
|