BlackDiamond 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 | $392K | Buy |
8,140
+849
| +12% | +$40.9K | 0.23% | 85 |
|
|
2025
Q1 | $305K | Buy |
7,291
+446
| +7% | +$18.6K | 0.21% | 96 |
|
|
2024
Q4 | $301K | Sell |
6,845
-5
| -0.1% | -$220 | 0.17% | 116 |
|
|
2024
Q3 | $314K | Buy |
6,850
+827
| +14% | +$37.9K | 0.19% | 117 |
|
|
2024
Q2 | $230K | Buy |
6,023
+313
| +5% | +$12K | 0.15% | 130 |
|
|
2024
Q1 | $217K | Sell |
5,710
-1,041
| -15% | -$39.5K | 0.15% | 135 |
|
|
2023
Q4 | $223K | Buy |
+6,751
| New | +$223K | 0.16% | 128 |
|
|
2023
Q3 | – | Sell |
-9,204
| Closed | -$296K | – | 127 |
|
|
2023
Q2 | $296K | Buy |
9,204
+55
| +0.6% | +$1.77K | 0.25% | 93 |
|
|
2023
Q1 | $264K | Buy |
9,149
+1,119
| +14% | +$32.3K | 0.27% | 91 |
|
|
2022
Q4 | $274K | Buy |
8,030
+214
| +3% | +$7.3K | 0.31% | 81 |
|
|
2022
Q3 | $277K | Sell |
7,816
-602
| -7% | -$21.3K | 0.33% | 74 |
|
|
2022
Q2 | $281K | Buy |
8,418
+359
| +4% | +$12K | 0.35% | 84 |
|
|
2022
Q1 | $332K | Sell |
8,059
-191
| -2% | -$7.87K | 0.4% | 73 |
|
|
2021
Q4 | $367K | Buy |
+8,250
| New | +$367K | 0.42% | 81 |
|