Blossom 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 | $722K | Buy |
15,257
+565
| +4% | +$26.7K | 1.28% | 21 |
|
|
2025
Q1 | $613K | Sell |
14,692
-2,715
| -16% | -$113K | 1.23% | 25 |
|
|
2024
Q4 | $765K | Buy |
17,407
+305
| +2% | +$13.4K | 1.47% | 19 |
|
|
2024
Q3 | $679K | Buy |
17,102
+315
| +2% | +$12.5K | 1.37% | 19 |
|
|
2024
Q2 | $668K | Hold |
16,787
| – | – | 1.45% | 19 |
|
|
2024
Q1 | $637K | Hold |
16,787
| – | – | 1.53% | 19 |
|
|
2023
Q4 | $565K | Buy |
16,787
+40
| +0.2% | +$1.35K | 1.52% | 20 |
|
|
2023
Q3 | $459K | Buy |
16,747
+252
| +2% | +$6.9K | 1.47% | 23 |
|
|
2023
Q2 | $473K | Buy |
16,495
+616
| +4% | +$17.7K | 1.73% | 21 |
|
|
2023
Q1 | $454K | Buy |
15,879
+2,545
| +19% | +$72.8K | 1.85% | 18 |
|
|
2022
Q4 | $442K | Buy |
13,334
+611
| +5% | +$20.2K | 2.13% | 18 |
|
|
2022
Q3 | $384K | Sell |
12,723
-25
| -0.2% | -$755 | 2.16% | 18 |
|
|
2022
Q2 | $397K | Buy |
12,748
+90
| +0.7% | +$2.8K | 2.01% | 20 |
|
|
2022
Q1 | $522K | Buy |
12,658
+1,720
| +16% | +$70.9K | 2.35% | 13 |
|
|
2021
Q4 | $487K | Buy |
10,938
+805
| +8% | +$35.8K | 2.4% | 15 |
|
|
2021
Q3 | $430K | Buy |
10,133
+876
| +9% | +$37.2K | 2.56% | 17 |
|
|
2021
Q2 | $382K | Buy |
9,257
+4,080
| +79% | +$168K | 2.87% | 15 |
|
|
2021
Q1 | $200K | Buy |
+5,177
| New | +$200K | 2.32% | 18 |
|