BA
Bellwether Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Sell |
2,250
-46
| -2% | -$2.18K | 0.02% | 166 |
|
|
2025
Q1 | $95.8K | Hold |
2,296
| – | – | 0.02% | 174 |
|
|
2024
Q4 | $101K | Buy |
+2,296
| New | +$101K | 0.02% | 180 |
|
|
2023
Q2 | – | Sell |
-720
| Closed | -$20.6K | – | 120 |
|
|
2023
Q1 | $20.6K | Hold |
720
| – | – | 0.01% | 242 |
|
|
2022
Q4 | $23.8K | Hold |
720
| – | – | 0.01% | 235 |
|
|
2022
Q3 | $21K | Buy |
720
+275
| +62% | +$8.02K | 0.01% | 215 |
|
|
2022
Q2 | $13K | Hold |
445
| – | – | ﹤0.01% | 237 |
|
|
2022
Q1 | $18K | Hold |
445
| – | – | 0.01% | 266 |
|
|
2021
Q4 | $19K | Hold |
445
| – | – | 0.01% | 278 |
|
|
2021
Q3 | $18K | Hold |
445
| – | – | 0.01% | 256 |
|
|
2021
Q2 | $18K | Hold |
445
| – | – | 0.01% | 228 |
|
|
2021
Q1 | $17K | Buy |
445
+112
| +34% | +$4.28K | 0.01% | 211 |
|
|
2020
Q4 | $10K | Buy |
+333
| New | +$10K | ﹤0.01% | 236 |
|