BKM Wealth Management’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 | $245K | Buy |
5,172
+294
| +6% | +$13.9K | 0.1% | 144 |
|
|
2025
Q1 | $204K | Buy |
4,878
+10
| +0.2% | +$417 | 0.08% | 152 |
|
|
2024
Q4 | $214K | Buy |
+4,868
| New | +$214K | 0.09% | 158 |
|
|
2024
Q3 | – | Sell |
-5,207
| Closed | -$269K | – | 161 |
|
|
2024
Q2 | $269K | Sell |
5,207
-36
| -0.7% | -$1.86K | 0.13% | 130 |
|
|
2024
Q1 | $199K | Buy |
5,243
+1,213
| +30% | +$46K | 0.09% | 158 |
|
|
2023
Q4 | $136K | Buy |
+4,030
| New | +$136K | 0.06% | 181 |
|