Beverly Hills Private Wealth’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 | $1.31M | Sell |
27,623
-1,676
| -6% | -$79.3K | 0.25% | 107 |
|
|
2025
Q1 | $1.22M | Sell |
29,299
-3
| -0% | -$125 | 0.24% | 109 |
|
|
2024
Q4 | $1.29M | Sell |
29,302
-7,177
| -20% | -$315K | 0.26% | 101 |
|
|
2024
Q3 | $1.45M | Sell |
36,479
-3,023
| -8% | -$120K | 0.29% | 94 |
|
|
2024
Q2 | $1.57M | Sell |
39,502
-1,802
| -4% | -$71.7K | 0.34% | 82 |
|
|
2024
Q1 | $1.57M | Buy |
41,304
+1,999
| +5% | +$75.8K | 0.36% | 73 |
|
|
2023
Q4 | $1.32M | Sell |
39,305
-4,986
| -11% | -$168K | 0.35% | 82 |
|
|
2023
Q3 | $1.21M | Sell |
44,291
-20,030
| -31% | -$548K | 0.36% | 75 |
|
|
2023
Q2 | $2.01M | Buy |
64,321
+18,189
| +39% | +$569K | 0.33% | 76 |
|
|
2023
Q1 | $1.32M | Buy |
46,132
+18,235
| +65% | +$522K | 0.41% | 67 |
|
|
2022
Q4 | $924K | Buy |
+27,897
| New | +$924K | 0.4% | 72 |
|