BIP 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 | $974K | Sell |
20,587
-904
| -4% | -$42.8K | 0.06% | 104 |
|
|
2025
Q1 | $897K | Sell |
21,491
-892
| -4% | -$37.2K | 0.06% | 108 |
|
|
2024
Q4 | $984K | Buy |
22,383
+3,536
| +19% | +$155K | 0.07% | 104 |
|
|
2024
Q3 | $748K | Buy |
18,847
+74
| +0.4% | +$2.94K | 0.05% | 107 |
|
|
2024
Q2 | $747K | Buy |
18,773
+694
| +4% | +$27.6K | 0.06% | 93 |
|
|
2024
Q1 | $686K | Buy |
18,079
+128
| +0.7% | +$4.85K | 0.05% | 109 |
|
|
2023
Q4 | $604K | Sell |
17,951
-850
| -5% | -$28.6K | 0.05% | 104 |
|
|
2023
Q3 | $515K | Buy |
18,801
+2,034
| +12% | +$55.7K | 0.05% | 107 |
|
|
2023
Q2 | $481K | Sell |
16,767
-1,988
| -11% | -$57K | 0.04% | 109 |
|
|
2023
Q1 | $536K | Buy |
+18,755
| New | +$536K | 0.06% | 102 |
|