Avondale 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 | – | Sell |
-6
| Closed | -$230 | – | 114 |
|
|
2025
Q1 | $230 | Buy |
+6
| New | +$230 | ﹤0.01% | 111 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 126 |
|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$33.1K | – | 130 |
|
|
2022
Q4 | $33.1K | Hold |
1,000
| – | – | 0.03% | 85 |
|
|
2022
Q3 | $30K | Buy |
+1,000
| New | +$30K | 0.03% | 83 |
|
|
2022
Q2 | – | Sell |
-1,750
| Closed | -$72K | – | 114 |
|
|
2022
Q1 | $72K | Hold |
1,750
| – | – | 0.08% | 55 |
|
|
2021
Q4 | $78K | Sell |
1,750
-6,250
| -78% | -$279K | 0.08% | 56 |
|
|
2021
Q3 | $340K | Buy |
+8,000
| New | +$340K | 0.33% | 35 |
|
|
2019
Q3 | – | Sell |
-150
| Closed | -$4K | – | 101 |
|
|
2019
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 106 |
|
|
2019
Q1 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 109 |
|