Concord 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 | $1.56M | Buy |
32,915
+1,753
| +6% | +$83K | 0.23% | 101 |
|
|
2025
Q1 | $1.3M | Buy |
31,162
+1,017
| +3% | +$42.4K | 0.21% | 102 |
|
|
2024
Q4 | $1.32M | Buy |
30,145
+1,821
| +6% | +$80K | 0.22% | 89 |
|
|
2024
Q3 | $1.12M | Sell |
28,324
-317
| -1% | -$12.6K | 0.19% | 91 |
|
|
2024
Q2 | $1.14M | Sell |
28,641
-31,375
| -52% | -$1.25M | 0.2% | 95 |
|
|
2024
Q1 | $2.28M | Buy |
60,016
+4,757
| +9% | +$180K | 0.41% | 58 |
|
|
2023
Q4 | $1.86M | Buy |
55,259
+5,103
| +10% | +$172K | 0.37% | 58 |
|
|
2023
Q3 | $1.37M | Buy |
50,156
+7,393
| +17% | +$202K | 0.29% | 61 |
|
|
2023
Q2 | $1.23M | Buy |
42,763
+20,903
| +96% | +$600K | 0.26% | 62 |
|
|
2023
Q1 | $625K | Buy |
21,860
+1,487
| +7% | +$42.5K | 0.18% | 76 |
|
|
2022
Q4 | $675K | Sell |
20,373
-4,818
| -19% | -$160K | 0.2% | 69 |
|
|
2022
Q3 | $761K | Buy |
25,191
+555
| +2% | +$16.8K | 0.24% | 65 |
|
|
2022
Q2 | $767K | Sell |
24,636
-626
| -2% | -$19.5K | 0.21% | 66 |
|
|
2022
Q1 | $1.04M | Buy |
25,262
+1,109
| +5% | +$45.7K | 0.27% | 50 |
|
|
2021
Q4 | $1.08M | Buy |
24,153
+14,948
| +162% | +$665K | 0.26% | 47 |
|
|
2021
Q3 | $391K | Sell |
9,205
-10,806
| -54% | -$459K | 0.16% | 46 |
|
|
2021
Q2 | $825K | Buy |
20,011
+3,803
| +23% | +$157K | 0.24% | 38 |
|
|
2021
Q1 | $627K | Buy |
16,208
+13,135
| +427% | +$508K | 0.21% | 49 |
|
|
2020
Q4 | $93K | Buy |
+3,073
| New | +$93K | 0.07% | 140 |
|