Baker Tilly 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 | $841K | Sell |
17,763
-724
| -4% | -$34.3K | 0.3% | 74 |
|
|
2025
Q1 | $771K | Sell |
18,487
-124
| -0.7% | -$5.17K | 0.3% | 87 |
|
|
2024
Q4 | $818K | Buy |
18,611
+572
| +3% | +$25.1K | 0.32% | 73 |
|
|
2024
Q3 | $716K | Sell |
18,039
-10,835
| -38% | -$430K | 0.32% | 80 |
|
|
2024
Q2 | $1.15M | Sell |
28,874
-42,342
| -59% | -$1.68M | 0.47% | 43 |
|
|
2024
Q1 | $2.7M | Sell |
71,216
-2,521
| -3% | -$95.6K | 0.49% | 45 |
|
|
2023
Q4 | $2.48M | Buy |
73,737
+1,160
| +2% | +$39.1K | 0.41% | 51 |
|
|
2023
Q3 | $1.99M | Sell |
72,577
-73,655
| -50% | -$2.02M | 0.33% | 67 |
|
|
2023
Q2 | $4.2M | Buy |
146,232
+27,678
| +23% | +$794K | 0.44% | 51 |
|
|
2023
Q1 | $3.39M | Sell |
118,554
-34,790
| -23% | -$995K | 0.38% | 60 |
|
|
2022
Q4 | $5.08M | Buy |
153,344
+9,503
| +7% | +$315K | 0.63% | 34 |
|
|
2022
Q3 | $4.34M | Sell |
143,841
-16,669
| -10% | -$503K | 0.59% | 31 |
|
|
2022
Q2 | $5M | Buy |
160,510
+25,437
| +19% | +$792K | 0.66% | 31 |
|
|
2022
Q1 | $5.57M | Buy |
135,073
+8,145
| +6% | +$336K | 0.62% | 33 |
|
|
2021
Q4 | $5.65M | Sell |
126,928
-57
| -0% | -$2.54K | 0.61% | 33 |
|
|
2021
Q3 | $5.39M | Buy |
126,985
+10,731
| +9% | +$456K | 0.71% | 18 |
|
|
2021
Q2 | $4.79M | Buy |
116,254
+39,088
| +51% | +$1.61M | 0.77% | 16 |
|
|
2021
Q1 | $2.99M | Buy |
77,166
+49,221
| +176% | +$1.9M | 0.61% | 33 |
|
|
2020
Q4 | $847K | Buy |
+27,945
| New | +$847K | 0.26% | 94 |
|