Aviso 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 | $1.43M | Buy |
30,127
+1,857
| +7% | +$87.9K | 0.67% | 36 |
|
|
2025
Q1 | $1.18M | Buy |
28,270
+1,521
| +6% | +$63.5K | 0.63% | 48 |
|
|
2024
Q4 | $1.18M | Buy |
26,749
+2,967
| +12% | +$130K | 0.6% | 47 |
|
|
2024
Q3 | $944K | Sell |
23,782
-1,226
| -5% | -$48.6K | 0.51% | 51 |
|
|
2024
Q2 | $995K | Sell |
25,008
-4,796
| -16% | -$191K | 0.59% | 44 |
|
|
2024
Q1 | $1.13M | Buy |
29,804
+2,647
| +10% | +$100K | 0.71% | 37 |
|
|
2023
Q4 | $914K | Buy |
+27,157
| New | +$914K | 0.66% | 37 |
|