Atlantic Private Wealth’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 | $12.6K | Buy |
267
+101
| +61% | +$4.78K | 0.01% | 170 |
|
|
2025
Q1 | $6.93K | Buy |
+166
| New | +$6.93K | 0.01% | 183 |
|
|
2024
Q4 | – | Sell |
-10
| Closed | -$397 | – | 195 |
|
|
2024
Q3 | $397 | Hold |
10
| – | – | ﹤0.01% | 176 |
|
|
2024
Q2 | $398 | Hold |
10
| – | – | ﹤0.01% | 100 |
|
|
2024
Q1 | $379 | Hold |
10
| – | – | ﹤0.01% | 105 |
|
|
2023
Q4 | $337 | Hold |
10
| – | – | ﹤0.01% | 101 |
|
|
2023
Q3 | $274 | Sell |
10
-740
| -99% | -$20.3K | ﹤0.01% | 107 |
|
|
2023
Q2 | $21.5K | Buy |
+750
| New | +$21.5K | 0.02% | 71 |
|