BSW Wealth Partners’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 | $227K | Buy |
+4,804
| New | +$227K | 0.03% | 289 |
|
|
2025
Q1 | – | Sell |
-5,707
| Closed | -$251K | – | 309 |
|
|
2024
Q4 | $251K | Buy |
+5,707
| New | +$251K | 0.04% | 264 |
|
|
2022
Q2 | – | Sell |
-5,348
| Closed | -$220K | – | 281 |
|
|
2022
Q1 | $220K | Sell |
5,348
-2,703
| -34% | -$111K | 0.06% | 258 |
|
|
2021
Q4 | $358K | Sell |
8,051
-111
| -1% | -$4.94K | 0.09% | 168 |
|
|
2021
Q3 | $346K | Sell |
8,162
-589
| -7% | -$25K | 0.1% | 150 |
|
|
2021
Q2 | $361K | Buy |
8,751
+652
| +8% | +$26.9K | 0.1% | 145 |
|
|
2021
Q1 | $313K | Sell |
8,099
-7,270
| -47% | -$281K | 0.09% | 135 |
|
|
2020
Q4 | $466K | Buy |
15,369
+1,570
| +11% | +$47.6K | 0.14% | 86 |
|
|
2020
Q3 | $332K | Buy |
13,799
+1,027
| +8% | +$24.7K | 0.12% | 95 |
|
|
2020
Q2 | $303K | Buy |
12,772
+1,642
| +15% | +$39K | 0.1% | 101 |
|
|
2020
Q1 | $236K | Buy |
+11,130
| New | +$236K | 0.1% | 99 |
|
|
2019
Q3 | – | Sell |
-8,732
| Closed | -$253K | – | 151 |
|
|
2019
Q2 | $253K | Buy |
+8,732
| New | +$253K | 0.1% | 85 |
|