Bell & Brown Wealth Advisors’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 | $201K | Buy |
+4,249
| New | +$201K | 0.07% | 68 |
|
|
2021
Q4 | – | Sell |
-5,441
| Closed | -$231K | – | 72 |
|
|
2021
Q3 | $231K | Buy |
+5,441
| New | +$231K | 0.12% | 67 |
|
|
2020
Q1 | – | Sell |
-35,872
| Closed | -$1.24M | – | 72 |
|
|
2019
Q4 | $1.24M | Sell |
35,872
-797
| -2% | -$27.6K | 0.92% | 43 |
|
|
2019
Q3 | $1.05M | Buy |
36,669
+1,071
| +3% | +$30.6K | 0.86% | 50 |
|
|
2019
Q2 | $1.03M | Sell |
35,598
-138
| -0.4% | -$4K | 0.91% | 48 |
|
|
2019
Q1 | $986K | Buy |
35,736
+3,780
| +12% | +$104K | 0.9% | 50 |
|
|
2018
Q4 | $787K | Buy |
31,956
+1,159
| +4% | +$28.5K | 0.84% | 49 |
|
|
2018
Q3 | $847K | Buy |
30,797
+3,449
| +13% | +$94.9K | 0.79% | 51 |
|
|
2018
Q2 | $771K | Buy |
27,348
+2,180
| +9% | +$61.5K | 0.76% | 53 |
|
|
2018
Q1 | $748K | Sell |
25,168
-1,231
| -5% | -$36.6K | 0.79% | 53 |
|
|
2017
Q4 | $779K | Buy |
+26,399
| New | +$779K | 0.81% | 52 |
|