Bridgewealth Advisory Group’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 | $1.88M | Buy |
+39,662
| New | +$1.88M | 0.48% | 35 |
|
|
2025
Q1 | – | Sell |
-37,814
| Closed | -$1.75M | – | 56 |
|
|
2024
Q4 | $1.75M | Buy |
37,814
+17,055
| +82% | +$790K | 0.5% | 39 |
|
|
2024
Q3 | $824K | Buy |
20,759
+6,634
| +47% | +$263K | 0.3% | 43 |
|
|
2024
Q2 | $562K | Buy |
14,125
+35
| +0.2% | +$1.39K | 0.25% | 44 |
|
|
2024
Q1 | $534K | Sell |
14,090
-1,616
| -10% | -$61.3K | 0.26% | 46 |
|
|
2023
Q4 | $529K | Sell |
15,706
-720
| -4% | -$24.2K | 0.41% | 41 |
|
|
2023
Q3 | $450K | Buy |
16,426
+61
| +0.4% | +$1.67K | 0.55% | 36 |
|
|
2023
Q2 | $470K | Sell |
16,365
-111
| -0.7% | -$3.19K | 0.76% | 29 |
|
|
2023
Q1 | $471K | Buy |
16,476
+614
| +4% | +$17.6K | 0.87% | 24 |
|
|
2022
Q4 | $525K | Buy |
+15,862
| New | +$525K | 1.03% | 20 |
|