Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-46,315
| Closed | -$1.27M | – | 199 |
|
|
2023
Q3 | $1.27M | Sell |
46,315
-975
| -2% | -$26.7K | 0.24% | 106 |
|
|
2023
Q2 | $1.36M | Sell |
47,290
-311
| -0.7% | -$8.92K | 0.25% | 111 |
|
|
2023
Q1 | $1.36M | Buy |
47,601
+11,456
| +32% | +$328K | 0.27% | 106 |
|
|
2022
Q4 | $1.2M | Buy |
+36,145
| New | +$1.2M | 0.25% | 103 |
|
|
2022
Q2 | – | Sell |
-58,354
| Closed | -$2.41M | – | 198 |
|
|
2022
Q1 | $2.41M | Buy |
+58,354
| New | +$2.41M | 0.43% | 72 |
|
|
2019
Q3 | – | Sell |
-29,359
| Closed | -$851K | – | 171 |
|
|
2019
Q2 | $851K | Sell |
29,359
-749
| -2% | -$21.7K | 0.24% | 114 |
|
|
2019
Q1 | $831K | Sell |
30,108
-1,888
| -6% | -$52.1K | 0.24% | 109 |
|
|
2018
Q4 | $788K | Sell |
31,996
-151,037
| -83% | -$3.72M | 0.26% | 106 |
|
|
2018
Q3 | $5.39M | Buy |
183,033
+7,153
| +4% | +$211K | 1.53% | 8 |
|
|
2018
Q2 | $4.96M | Buy |
+175,880
| New | +$4.96M | 1.55% | 4 |
|