Congress Wealth Management’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 | $9.19M | Buy |
194,244
+54,296
| +39% | +$2.57M | 0.09% | 266 |
|
|
2025
Q1 | $5.87M | Buy |
139,948
+33,257
| +31% | +$1.39M | 0.07% | 304 |
|
|
2024
Q4 | $4.69M | Sell |
106,691
-25,085
| -19% | -$1.1M | 0.06% | 294 |
|
|
2024
Q3 | $5.23M | Buy |
131,776
+35,669
| +37% | +$1.42M | 0.07% | 289 |
|
|
2024
Q2 | $3.82M | Sell |
96,107
-52,032
| -35% | -$2.07M | 0.06% | 281 |
|
|
2024
Q1 | $5.62M | Sell |
148,139
-26,782
| -15% | -$1.02M | 0.1% | 215 |
|
|
2023
Q4 | $5.89M | Buy |
174,921
+14,412
| +9% | +$485K | 0.11% | 206 |
|
|
2023
Q3 | $4.39M | Sell |
160,509
-1,007
| -0.6% | -$27.6K | 0.09% | 227 |
|
|
2023
Q2 | $4.63M | Buy |
161,516
+3,540
| +2% | +$102K | 0.11% | 198 |
|
|
2023
Q1 | $4.52M | Buy |
157,976
+21,408
| +16% | +$612K | 0.11% | 199 |
|
|
2022
Q4 | $4.52M | Sell |
136,568
-240,930
| -64% | -$7.98M | 0.12% | 189 |
|
|
2022
Q3 | $11.4M | Buy |
377,498
+6,836
| +2% | +$206K | 0.31% | 84 |
|
|
2022
Q2 | $11.5M | Buy |
370,662
+9,376
| +3% | +$292K | 0.29% | 88 |
|
|
2022
Q1 | $14.9M | Sell |
361,286
-13,726
| -4% | -$566K | 0.33% | 72 |
|
|
2021
Q4 | $16.7M | Buy |
+375,012
| New | +$16.7M | 0.33% | 78 |
|