Brown Miller Wealth Management’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 | $229K | Buy |
+4,836
| New | +$229K | 0.07% | 177 |
|
|
2024
Q4 | – | Sell |
-5,334
| Closed | -$212K | – | 122 |
|
|
2024
Q3 | $212K | Buy |
+5,334
| New | +$212K | 0.08% | 124 |
|
|
2022
Q2 | – | Sell |
-5,862
| Closed | -$242K | – | 116 |
|
|
2022
Q1 | $242K | Buy |
5,862
+1
| +0% | +$41 | 0.14% | 105 |
|
|
2021
Q4 | $260K | Buy |
5,861
+35
| +0.6% | +$1.55K | 0.15% | 106 |
|
|
2021
Q3 | $247K | Buy |
+5,826
| New | +$247K | 0.16% | 106 |
|