Brendel Financial 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 | $203K | Buy |
+4,291
| New | +$203K | 0.11% | 99 |
|
|
2022
Q2 | – | Sell |
-64,541
| Closed | -$2.66M | – | 96 |
|
|
2022
Q1 | $2.66M | Sell |
64,541
-7,472
| -10% | -$308K | 1.45% | 28 |
|
|
2021
Q4 | $3.2M | Buy |
+72,013
| New | +$3.2M | 1.66% | 19 |
|
|
2021
Q3 | – | Sell |
-2,500
| Closed | -$103K | – | 83 |
|
|
2021
Q2 | $103K | Buy |
+2,500
| New | +$103K | 0.06% | 133 |
|