Consilium Wealth Advisory’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 | $470K | Hold |
9,933
| – | – | 0.2% | 68 |
|
|
2025
Q1 | $415K | Buy |
9,933
+300
| +3% | +$12.5K | 0.21% | 70 |
|
|
2024
Q4 | $423K | Hold |
9,633
| – | – | 0.2% | 66 |
|
|
2024
Q3 | $382K | Hold |
9,633
| – | – | 0.21% | 64 |
|
|
2024
Q2 | $383K | Hold |
9,633
| – | – | 0.21% | 61 |
|
|
2024
Q1 | $365K | Hold |
9,633
| – | – | 0.21% | 65 |
|
|
2023
Q4 | $324K | Hold |
9,633
| – | – | 0.2% | 70 |
|
|
2023
Q3 | $264K | Hold |
9,633
| – | – | 0.18% | 73 |
|
|
2023
Q2 | $276K | Hold |
9,633
| – | – | 0.19% | 70 |
|
|
2023
Q1 | $276K | Hold |
9,633
| – | – | 0.24% | 66 |
|
|
2022
Q4 | $319K | Hold |
9,633
| – | – | 0.27% | 62 |
|
|
2022
Q3 | $291K | Sell |
9,633
-1,600
| -14% | -$48.3K | 0.32% | 56 |
|
|
2022
Q2 | $350K | Sell |
11,233
-500
| -4% | -$15.6K | 0.38% | 58 |
|
|
2022
Q1 | $484K | Hold |
11,733
| – | – | 0.35% | 58 |
|
|
2021
Q4 | $522K | Buy |
+11,733
| New | +$522K | 0.34% | 60 |
|