Auxano 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 | $924K | Sell |
19,524
-4,018
| -17% | -$190K | 0.22% | 66 |
|
|
2025
Q1 | $982K | Sell |
23,542
-76
| -0.3% | -$3.17K | 0.26% | 52 |
|
|
2024
Q4 | $1.04M | Buy |
23,618
+647
| +3% | +$28.4K | 0.26% | 53 |
|
|
2024
Q3 | $911K | Sell |
22,971
-2,942
| -11% | -$117K | 0.24% | 65 |
|
|
2024
Q2 | $1.03M | Sell |
25,913
-7,034
| -21% | -$280K | 0.28% | 57 |
|
|
2024
Q1 | $1.25M | Buy |
32,947
+5,591
| +20% | +$212K | 0.36% | 47 |
|
|
2023
Q4 | $921K | Buy |
27,356
+19,179
| +235% | +$646K | 0.31% | 52 |
|
|
2023
Q3 | $224K | Buy |
8,177
+138
| +2% | +$3.78K | 0.09% | 91 |
|
|
2023
Q2 | $230K | Hold |
8,039
| – | – | 0.09% | 93 |
|
|
2023
Q1 | $230K | Buy |
8,039
+10
| +0.1% | +$286 | 0.09% | 93 |
|
|
2022
Q4 | $266K | Buy |
8,029
+11
| +0.1% | +$364 | 0.12% | 82 |
|
|
2022
Q3 | $242K | Buy |
8,018
+397
| +5% | +$12K | 0.11% | 85 |
|
|
2022
Q2 | $237K | Buy |
7,621
+463
| +6% | +$14.4K | 0.12% | 71 |
|
|
2022
Q1 | $295K | Buy |
7,158
+478
| +7% | +$19.7K | 0.13% | 62 |
|
|
2021
Q4 | $297K | Buy |
+6,680
| New | +$297K | 0.13% | 57 |
|