Bordeaux Wealth Advisors’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 | $378K | Sell |
7,994
-681
| -8% | -$32.2K | 0.05% | 110 |
|
|
2025
Q1 | $362K | Sell |
8,675
-373
| -4% | -$15.6K | 0.07% | 107 |
|
|
2024
Q4 | $398K | Buy |
9,048
+1,656
| +22% | +$72.8K | 0.06% | 102 |
|
|
2024
Q3 | $293K | Buy |
+7,392
| New | +$293K | 0.05% | 122 |
|
|
2022
Q3 | – | Sell |
-6,910
| Closed | -$215K | – | 84 |
|
|
2022
Q2 | $215K | Buy |
6,910
+210
| +3% | +$6.53K | 0.15% | 75 |
|
|
2022
Q1 | $276K | Buy |
6,700
+1,562
| +30% | +$64.3K | 0.15% | 75 |
|
|
2021
Q4 | $229K | Buy |
+5,138
| New | +$229K | 0.11% | 84 |
|