Crown Wealth Group’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 | $327K | Buy |
6,920
+840
| +14% | +$39.7K | 0.12% | 77 |
|
|
2025
Q1 | $254K | Buy |
6,080
+291
| +5% | +$12.1K | 0.13% | 83 |
|
|
2024
Q4 | $254K | Buy |
5,789
+175
| +3% | +$7.69K | 0.1% | 92 |
|
|
2024
Q3 | $223K | Sell |
5,614
-9
| -0.2% | -$357 | 0.1% | 107 |
|
|
2024
Q2 | $224K | Buy |
5,623
+7
| +0.1% | +$278 | 0.11% | 95 |
|
|
2024
Q1 | $213K | Buy |
+5,616
| New | +$213K | 0.11% | 101 |
|