Biltmore Family Office’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 | $1.88M | Buy |
39,748
+263
| +0.7% | +$12.4K | 0.32% | 60 |
|
|
2025
Q1 | $1.65M | Buy |
39,485
+904
| +2% | +$37.7K | 0.28% | 62 |
|
|
2024
Q4 | $1.7M | Sell |
38,581
-242
| -0.6% | -$10.6K | 0.28% | 63 |
|
|
2024
Q3 | $1.54M | Sell |
38,823
-1,591
| -4% | -$63.1K | 0.26% | 68 |
|
|
2024
Q2 | $1.61M | Buy |
40,414
+423
| +1% | +$16.8K | 0.3% | 58 |
|
|
2024
Q1 | $1.52M | Buy |
39,991
+1,841
| +5% | +$69.8K | 0.3% | 62 |
|
|
2023
Q4 | $1.28M | Buy |
38,150
+533
| +1% | +$17.9K | 0.26% | 65 |
|
|
2023
Q3 | $1.03M | Buy |
37,617
+4
| +0% | +$110 | 0.23% | 68 |
|
|
2023
Q2 | $1.08M | Sell |
37,613
-1,366
| -4% | -$39.2K | 0.23% | 66 |
|
|
2023
Q1 | $1.11M | Buy |
38,979
+305
| +0.8% | +$8.72K | 0.24% | 66 |
|
|
2022
Q4 | $1.28M | Buy |
38,674
+1,053
| +3% | +$34.9K | 0.26% | 56 |
|
|
2022
Q3 | $1.14M | Buy |
37,621
+176
| +0.5% | +$5.31K | 0.26% | 55 |
|
|
2022
Q2 | $1.17M | Buy |
37,445
+629
| +2% | +$19.6K | 0.29% | 57 |
|
|
2022
Q1 | $1.52M | Buy |
36,816
+6,250
| +20% | +$258K | 0.32% | 51 |
|
|
2021
Q4 | $1.36M | Sell |
30,566
-4,590
| -13% | -$204K | 0.26% | 62 |
|
|
2021
Q3 | $1.49M | Buy |
35,156
+6,342
| +22% | +$269K | 0.36% | 46 |
|
|
2021
Q2 | $1.19M | Buy |
28,814
+3
| +0% | +$124 | 0.34% | 49 |
|
|
2021
Q1 | $1.12M | Sell |
28,811
-19,733
| -41% | -$764K | 0.35% | 47 |
|
|
2020
Q4 | $1.47M | Buy |
48,544
+7,758
| +19% | +$235K | 0.44% | 33 |
|
|
2020
Q3 | $983K | Buy |
40,786
+3
| +0% | +$72 | 0.55% | 41 |
|
|
2020
Q2 | $969K | Buy |
40,783
+10,749
| +36% | +$255K | 0.58% | 46 |
|
|
2020
Q1 | $638K | Buy |
30,034
+6,588
| +28% | +$140K | 0.42% | 66 |
|
|
2019
Q4 | $826K | Sell |
23,446
-3,278
| -12% | -$115K | 0.33% | 71 |
|
|
2019
Q3 | $780K | Buy |
26,724
+4,514
| +20% | +$132K | 0.34% | 77 |
|
|
2019
Q2 | $644K | Buy |
22,210
+4,591
| +26% | +$133K | 0.35% | 72 |
|
|
2019
Q1 | $486K | Buy |
17,619
+1,298
| +8% | +$35.8K | 0.25% | 88 |
|
|
2018
Q4 | $402K | Buy |
16,321
+375
| +2% | +$9.24K | 0.23% | 95 |
|
|
2018
Q3 | $470K | Sell |
15,946
-2,204
| -12% | -$65K | 0.22% | 95 |
|
|
2018
Q2 | $512K | Hold |
18,150
| – | – | 0.25% | 86 |
|
|
2018
Q1 | $544K | Hold |
18,150
| – | – | 0.24% | 96 |
|
|
2017
Q4 | $536K | Buy |
+18,150
| New | +$536K | 0.24% | 91 |
|