Brady Family 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
$1.99M Sell
42,149
-199
-0.5% -$9.42K 0.62% 46
2025
Q1
$1.77M Sell
42,348
-1,509
-3% -$63K 0.57% 49
2024
Q4
$1.93M Hold
43,857
0.59% 49
2024
Q3
$1.74M Buy
43,857
+1
+0% +$40 0.52% 51
2024
Q2
$1.74M Buy
43,856
+3
+0% +$119 0.56% 49
2024
Q1
$1.66M Buy
43,853
+1
+0% +$38 0.54% 49
2023
Q4
$1.48M Sell
43,852
-2,618
-6% -$88.1K 0.51% 51
2023
Q3
$1.27M Sell
46,470
-13,695
-23% -$375K 0.49% 52
2023
Q2
$1.73M Buy
60,165
+72
+0.1% +$2.07K 0.64% 48
2023
Q1
$1.72M Buy
60,093
+1
+0% +$29 0.68% 48
2022
Q4
$1.99M Buy
+60,092
New +$1.99M 0.82% 45