Buttonwood 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 | $650K | Sell |
13,735
-13,379
| -49% | -$633K | 0.26% | 59 |
|
|
2025
Q1 | $1.13M | Sell |
27,114
-1,372
| -5% | -$57.3K | 0.5% | 40 |
|
|
2024
Q4 | $1.25M | Sell |
28,486
-3,033
| -10% | -$133K | 0.55% | 38 |
|
|
2024
Q3 | $1.25M | Sell |
31,519
-2,345
| -7% | -$93.1K | 0.55% | 42 |
|
|
2024
Q2 | $1.35M | Sell |
33,864
-525
| -2% | -$20.9K | 0.64% | 37 |
|
|
2024
Q1 | $1.3M | Sell |
34,389
-271
| -0.8% | -$10.3K | 0.61% | 41 |
|
|
2023
Q4 | $1.17M | Sell |
34,660
-663
| -2% | -$22.3K | 0.64% | 41 |
|
|
2023
Q3 | $967K | Sell |
35,323
-179
| -0.5% | -$4.9K | 0.61% | 41 |
|
|
2023
Q2 | $1.02M | Sell |
35,502
-39
| -0.1% | -$1.12K | 0.64% | 38 |
|
|
2023
Q1 | $1.02M | Sell |
35,541
-67
| -0.2% | -$1.92K | 0.79% | 34 |
|
|
2022
Q4 | $1.18M | Sell |
35,608
-286
| -0.8% | -$9.47K | 0.99% | 28 |
|
|
2022
Q3 | $1.14M | Buy |
35,894
+6
| +0% | +$190 | 1.03% | 28 |
|
|
2022
Q2 | $1.12M | Sell |
35,888
-128
| -0.4% | -$3.98K | 1.01% | 30 |
|
|
2022
Q1 | $1.49M | Sell |
36,016
-612
| -2% | -$25.2K | 1.34% | 25 |
|
|
2021
Q4 | $1.63M | Buy |
+36,628
| New | +$1.63M | 1.59% | 19 |
|