Brandywine Oak Private 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 | $540K | Sell |
11,408
-1,304
| -10% | -$61.7K | 0.05% | 143 |
|
|
2025
Q1 | $530K | Sell |
12,712
-186
| -1% | -$7.76K | 0.05% | 140 |
|
|
2024
Q4 | $567K | Buy |
12,898
+2,981
| +30% | +$131K | 0.06% | 139 |
|
|
2024
Q3 | $394K | Sell |
9,917
-3
| -0% | -$119 | 0.04% | 171 |
|
|
2024
Q2 | $395K | Buy |
9,920
+314
| +3% | +$12.5K | 0.04% | 163 |
|
|
2024
Q1 | $364K | Hold |
9,606
| – | – | 0.04% | 176 |
|
|
2023
Q4 | $323K | Sell |
9,606
-1,450
| -13% | -$48.8K | 0.04% | 179 |
|
|
2023
Q3 | $303K | Sell |
11,056
-16,254
| -60% | -$445K | 0.04% | 185 |
|
|
2023
Q2 | $784K | Hold |
27,310
| – | – | 0.09% | 115 |
|
|
2023
Q1 | $781K | Hold |
27,310
| – | – | 0.09% | 114 |
|
|
2022
Q4 | $905K | Sell |
27,310
-606
| -2% | -$20.1K | 0.11% | 98 |
|
|
2022
Q3 | $843K | Sell |
27,916
-4,175
| -13% | -$126K | 0.11% | 107 |
|
|
2022
Q2 | $998K | Hold |
32,091
| – | – | 0.13% | 107 |
|
|
2022
Q1 | $1.32M | Sell |
32,091
-641
| -2% | -$26.4K | 0.15% | 101 |
|
|
2021
Q4 | $1.46M | Sell |
32,732
-924
| -3% | -$41.1K | 0.16% | 100 |
|
|
2021
Q3 | $1.43M | Sell |
33,656
-987
| -3% | -$41.9K | 0.17% | 97 |
|
|
2021
Q2 | $1.43M | Buy |
34,643
+9,025
| +35% | +$372K | 0.17% | 97 |
|
|
2021
Q1 | $991K | Sell |
25,618
-1,037
| -4% | -$40.1K | 0.15% | 97 |
|
|
2020
Q4 | $807K | Sell |
26,655
-2,023
| -7% | -$61.2K | 0.12% | 103 |
|
|
2020
Q3 | $690K | Sell |
28,678
-1,615
| -5% | -$38.9K | 0.12% | 109 |
|
|
2020
Q2 | $719K | Sell |
30,293
-975
| -3% | -$23.1K | 0.13% | 102 |
|
|
2020
Q1 | $659K | Buy |
31,268
+600
| +2% | +$12.6K | 0.14% | 91 |
|
|
2019
Q4 | $1.08M | Sell |
30,668
-703
| -2% | -$24.8K | 0.2% | 68 |
|
|
2019
Q3 | $915K | Sell |
31,371
-3,749
| -11% | -$109K | 0.17% | 70 |
|
|
2019
Q2 | $1.02M | Sell |
35,120
-6,848
| -16% | -$198K | 0.2% | 65 |
|
|
2019
Q1 | $1.16M | Sell |
41,968
-300
| -0.7% | -$8.27K | 0.24% | 62 |
|
|
2018
Q4 | $1.04M | Buy |
+42,268
| New | +$1.04M | 0.23% | 67 |
|