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Carolina Wealth Advisors’s Bank of America BAC Stock Holding History

Carolina Wealth Advisors’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,386
Closed -$60.9K – 286
2024
Q4 		$60.9K Hold
1,386
– – 0.03% 96
2024
Q3 		$55K Hold
1,386
– – 0.03% 105
2024
Q2 		$55.1K Hold
1,386
– – 0.03% 94
2024
Q1 		$52.6K Sell
1,386
-45
-3% -$1.54K 0.03% 106
2023
Q4 		$48.2K Sell
1,431
-1,000
-41% -$29.1K 0.03% 114
2023
Q3 		$66.6K Buy
2,431
+2,361
+3,373% +$69.9K 0.04% 111
2023
Q2 		$2.01K Buy
70
+25
+56% +$713 ﹤0.01% 212
2023
Q1 		$1.29K Hold
45
– – ﹤0.01% 227
2022
Q4 		$1K Hold
45
– – ﹤0.01% 211
2022
Q3 		$1K Hold
45
– – ﹤0.01% 222
2022
Q2 		$1K Sell
45
-1,063
-96% -$38.3K ﹤0.01% 245
2022
Q1 		$46K Sell
1,108
-355
-24% -$16K 0.03% 128
2021
Q4 		$65K Buy
1,463
+188
+15% +$8.56K 0.04% 126
2021
Q3 		$54K Sell
1,275
-3,948
-76% -$159K 0.04% 129
2021
Q2 		$215K Sell
5,223
-123
-2% -$5.04K 0.14% 51
2021
Q1 		$207K Sell
5,346
-4,427
-45% -$153K 0.15% 48
2020
Q4 		$296K Sell
9,773
-151
-2% -$4.05K 0.24% 46
2020
Q3 		$239K Buy
9,924
+645
+7% +$16.1K 0.21% 48
2020
Q2 		$220K Buy
9,279
+504
+6% +$11.9K 0.21% 48
2020
Q1 		$186K Buy
8,775
+7,548
+615% +$226K 0.21% 48
2019
Q4 		$43K Buy
+1,227
New +$39.7K 0.04% 70

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolina Wealth Advisors's BAC Position: Q1 2025 in Review

Carolina Wealth Advisors sold out of Bank of America (BAC) in Q1 2025, closing a stake of 1,386 shares — an estimated $60.9K sold.

Carolina Wealth Advisors first reported a position in BAC in Q4 2019 and held it in 21 quarters. The position peaked at $296K in Q4 2020. 3,206 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

  • Carolina Wealth Advisors reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 1,386 Bank of America shares in Q1 2025, an estimated $60.9K.
  • Carolina Wealth Advisors first reported a position in Bank of America in Q4 2019 and held it in 21 quarters.
  • Carolina Wealth Advisors's Bank of America position peaked at $296K in Q4 2020.
  • 3,206 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Carolina Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.