Avondale Wealth Management’s Bank of America BAC Stock Holding History

Avondale Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6	Closed	-$230	–	114
2025 Q1	$230	Buy	+6	New	+$267	﹤0.01%	111
2023 Q1	–	Sell	-1,000	Closed	-$33K	–	130
2022 Q4	$33.1K	Hold	1,000	–	–	0.03%	85
2022 Q3	$30K	Buy	+1,000	New	+$33.4K	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%	-$285K	0.08%	56
2021 Q3	$340K	Buy	+8,000	New	+$322K	0.33%	35
2019 Q3	–	Sell	-150	Closed	-$4K	–	101
2019 Q2	$4K	Hold	150	–	–	﹤0.01%	106
2019 Q1	$4K	Buy	+150	New	+$4.24K	﹤0.01%	109

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avondale Wealth Management's BAC Position: Q2 2025 in Review

Avondale Wealth Management sold out of Bank of America (BAC) in Q2 2025, closing a stake of 6 shares — an estimated $230 sold.

Avondale Wealth Management first reported a position in BAC in Q1 2019 and held it in 8 quarters. The position peaked at $340K in Q3 2021. 3,320 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Avondale Wealth Management reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
Avondale Wealth Management sold 6 Bank of America shares in Q2 2025, an estimated $230.
Avondale Wealth Management first reported a position in Bank of America in Q1 2019 and held it in 8 quarters.
Avondale Wealth Management's Bank of America position peaked at $340K in Q3 2021.
3,320 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Avondale Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.