Avidian Wealth Enterprises’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 | $1.34M | Sell |
28,383
-3,358
| -11% | -$159K | 0.05% | 168 |
|
|
2025
Q1 | $1.32M | Buy |
31,741
+248
| +0.8% | +$10.3K | 0.06% | 160 |
|
|
2024
Q4 | $1.38M | Buy |
31,493
+949
| +3% | +$41.7K | 0.06% | 151 |
|
|
2024
Q3 | $1.21M | Buy |
30,544
+924
| +3% | +$36.7K | 0.06% | 160 |
|
|
2024
Q2 | $1.18M | Buy |
29,620
+3,756
| +15% | +$149K | 0.05% | 155 |
|
|
2024
Q1 | $981K | Buy |
25,864
+5,106
| +25% | +$194K | 0.05% | 164 |
|
|
2023
Q4 | $699K | Sell |
20,758
-120
| -0.6% | -$4.04K | 0.04% | 205 |
|
|
2023
Q3 | $572K | Sell |
20,878
-5,101
| -20% | -$140K | 0.04% | 232 |
|
|
2023
Q2 | $745K | Buy |
25,979
+2,753
| +12% | +$79K | 0.05% | 218 |
|
|
2023
Q1 | $664K | Buy |
23,226
+1,131
| +5% | +$32.3K | 0.04% | 248 |
|
|
2022
Q4 | $732K | Buy |
22,095
+377
| +2% | +$12.5K | 0.05% | 216 |
|
|
2022
Q3 | $656K | Buy |
21,718
+2,958
| +16% | +$89.3K | 0.05% | 197 |
|
|
2022
Q2 | $584K | Sell |
18,760
-67
| -0.4% | -$2.09K | 0.04% | 244 |
|
|
2022
Q1 | $776K | Buy |
18,827
+252
| +1% | +$10.4K | 0.05% | 222 |
|
|
2021
Q4 | $826K | Buy |
18,575
+2,083
| +13% | +$92.6K | 0.05% | 216 |
|
|
2021
Q3 | $700K | Buy |
16,492
+723
| +5% | +$30.7K | 0.05% | 167 |
|
|
2021
Q2 | $650K | Buy |
15,769
+1,542
| +11% | +$63.6K | 0.05% | 176 |
|
|
2021
Q1 | $550K | Sell |
14,227
-558
| -4% | -$21.6K | 0.05% | 193 |
|
|
2020
Q4 | $448K | Buy |
14,785
+2,644
| +22% | +$80.1K | 0.04% | 201 |
|
|
2020
Q3 | $292K | Buy |
+12,141
| New | +$292K | 0.03% | 221 |
|
|
2020
Q2 | – | Sell |
-11,036
| Closed | -$234K | – | 248 |
|
|
2020
Q1 | $234K | Sell |
11,036
-1,617
| -13% | -$34.3K | 0.04% | 175 |
|
|
2019
Q4 | $446K | Buy |
12,653
+1,509
| +14% | +$53.2K | 0.06% | 126 |
|
|
2019
Q3 | $325K | Buy |
11,144
+636
| +6% | +$18.5K | 0.05% | 140 |
|
|
2019
Q2 | $305K | Buy |
10,508
+2,669
| +34% | +$77.5K | 0.07% | 102 |
|
|
2019
Q1 | $216K | Sell |
7,839
-1,242
| -14% | -$34.2K | 0.05% | 121 |
|
|
2018
Q4 | $224K | Buy |
+9,081
| New | +$224K | 0.08% | 82 |
|