Badgley Phelps Wealth Managers’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 | $33.1M | Sell |
698,559
-49,172
| -7% | -$2.33M | 0.73% | 35 |
|
|
2025
Q1 | $31.2M | Buy |
747,731
+3,879
| +0.5% | +$162K | 0.75% | 36 |
|
|
2024
Q4 | $32.7M | Buy |
743,852
+14,372
| +2% | +$632K | 0.76% | 34 |
|
|
2024
Q3 | $28.9M | Buy |
729,480
+384
| +0.1% | +$15.2K | 0.67% | 42 |
|
|
2024
Q2 | $29M | Buy |
729,096
+23,422
| +3% | +$931K | 0.72% | 38 |
|
|
2024
Q1 | $26.8M | Buy |
705,674
+40,913
| +6% | +$1.55M | 0.67% | 42 |
|
|
2023
Q4 | $22.4M | Buy |
664,761
+36,604
| +6% | +$1.23M | 0.61% | 55 |
|
|
2023
Q3 | $17.2M | Buy |
628,157
+33,750
| +6% | +$924K | 0.59% | 60 |
|
|
2023
Q2 | $17.1M | Buy |
594,407
+12,190
| +2% | +$350K | 0.56% | 62 |
|
|
2023
Q1 | $16.7M | Buy |
582,217
+17,263
| +3% | +$494K | 0.61% | 57 |
|
|
2022
Q4 | $18.7M | Sell |
564,954
-2,971
| -0.5% | -$98.4K | 0.75% | 43 |
|
|
2022
Q3 | $17.2M | Buy |
567,925
+10,636
| +2% | +$321K | 0.74% | 45 |
|
|
2022
Q2 | $17.3M | Sell |
557,289
-5,313
| -0.9% | -$165K | 0.71% | 47 |
|
|
2022
Q1 | $23.2M | Sell |
562,602
-4,072
| -0.7% | -$168K | 0.81% | 44 |
|
|
2021
Q4 | $25.2M | Buy |
566,674
+16,273
| +3% | +$724K | 0.82% | 40 |
|
|
2021
Q3 | $23.4M | Buy |
+550,401
| New | +$23.4M | 0.85% | 38 |
|