Atticus 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 | $97.9K | Buy |
2,069
+34
| +2% | +$1.61K | 0.03% | 243 |
|
|
2025
Q1 | $84.9K | Hold |
2,035
| – | – | 0.03% | 182 |
|
|
2024
Q4 | $89.4K | Hold |
2,035
| – | – | 0.03% | 173 |
|
|
2024
Q3 | $80.7K | Hold |
2,035
| – | – | 0.03% | 195 |
|
|
2024
Q2 | $80.9K | Sell |
2,035
-146
| -7% | -$5.81K | 0.03% | 185 |
|
|
2024
Q1 | $82.7K | Sell |
2,181
-2,000
| -48% | -$75.8K | 0.03% | 188 |
|
|
2023
Q4 | $141K | Buy |
4,181
+146
| +4% | +$4.92K | 0.05% | 140 |
|
|
2023
Q3 | $110K | Hold |
4,035
| – | – | 0.04% | 168 |
|
|
2023
Q2 | $116K | Sell |
4,035
-4,776
| -54% | -$137K | 0.04% | 166 |
|
|
2023
Q1 | $252K | Sell |
8,811
-3,000
| -25% | -$85.8K | 0.1% | 115 |
|
|
2022
Q4 | $391K | Hold |
11,811
| – | – | 0.16% | 88 |
|
|
2022
Q3 | $368K | Hold |
11,811
| – | – | 0.18% | 78 |
|
|
2022
Q2 | $368K | Hold |
11,811
| – | – | 0.15% | 92 |
|
|
2022
Q1 | $487K | Buy |
11,811
+3,000
| +34% | +$124K | 0.18% | 88 |
|
|
2021
Q4 | $392K | Buy |
8,811
+8,776
| +25,074% | +$390K | 0.15% | 90 |
|
|
2021
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 388 |
|
|
2021
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 356 |
|
|
2021
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 324 |
|
|
2020
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 320 |
|
|
2020
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 295 |
|
|
2020
Q2 | $1K | Sell |
35
-379
| -92% | -$10.8K | ﹤0.01% | 283 |
|
|
2020
Q1 | $9K | Sell |
414
-12
| -3% | -$261 | 0.01% | 233 |
|
|
2019
Q4 | $15K | Buy |
+426
| New | +$15K | 0.01% | 232 |
|