Buckley Wealth Management’s Bank of America BAC Stock Holding History

Buckley Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.24M	Buy	47,265 +67	+0.1%	+$3.17K	0.67%	29
2025 Q1	$1.97M	Sell	47,198 -518	-1%	-$21.6K	0.61%	28
2024 Q4	$2.1M	Buy	47,716 +20	+0%	+$879	0.64%	30
2024 Q3	$1.89M	Buy	47,696 +2,163	+5%	+$85.8K	0.58%	34
2024 Q2	$1.81M	Sell	45,533 -985	-2%	-$39.2K	0.57%	31
2024 Q1	$1.76M	Sell	46,518 -585	-1%	-$22.2K	0.57%	32
2023 Q4	$1.59M	Sell	47,103 -1,340	-3%	-$45.1K	0.55%	32
2023 Q3	$1.33M	Sell	48,443 -3,189	-6%	-$87.3K	0.5%	35
2023 Q2	$1.48M	Buy	51,632 +13,594	+36%	+$390K	0.5%	36
2023 Q1	$1.09M	Sell	38,038 -220	-0.6%	-$6.29K	0.4%	41
2022 Q4	$1.27M	Sell	38,258 -403	-1%	-$13.3K	0.46%	35
2022 Q3	$1.17M	Sell	38,661 -4,174	-10%	-$126K	0.43%	37
2022 Q2	$1.33M	Sell	42,835 -364	-0.8%	-$11.3K	0.43%	40
2022 Q1	$1.78M	Buy	43,199 +3,789	+10%	+$156K	0.48%	36
2021 Q4	$1.75M	Sell	39,410 -2,450	-6%	-$109K	0.51%	37
2021 Q3	$1.78M	Buy	41,860 +718	+2%	+$30.5K	0.57%	33
2021 Q2	$1.7M	Sell	41,142 -3,379	-8%	-$139K	0.58%	31
2021 Q1	$1.72M	Sell	44,521 -5,855	-12%	-$227K	0.64%	29
2020 Q4	$1.53M	Sell	50,376 -1,215	-2%	-$36.8K	0.63%	29
2020 Q3	$1.24M	Buy	51,591 +2,133	+4%	+$51.4K	0.56%	29
2020 Q2	$1.18M	Sell	49,458 -4,286	-8%	-$102K	0.53%	34
2020 Q1	$1.14M	Buy	53,744 +4,175	+8%	+$88.6K	0.62%	29
2019 Q4	$1.75M	Sell	49,569 -295	-0.6%	-$10.4K	0.79%	25
2019 Q3	$1.46M	Sell	49,864 -7,199	-13%	-$210K	0.71%	29
2019 Q2	$1.66M	Buy	57,063 +375	+0.7%	+$10.9K	0.77%	25
2019 Q1	$1.56M	Sell	56,688 -1,725	-3%	-$47.6K	0.74%	29
2018 Q4	$1.44M	Buy	58,413 +2,252	+4%	+$55.5K	0.74%	30
2018 Q3	$1.66M	Buy	56,161 +155	+0.3%	+$4.57K	0.72%	32
2018 Q2	$1.58M	Buy	56,006 +768	+1%	+$21.7K	0.75%	32
2018 Q1	$1.66M	Buy	55,238 +168	+0.3%	+$5.04K	0.82%	32
2017 Q4	$1.63M	Buy	+55,070	New	+$1.63M	0.82%	30