Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,473
| Closed | -$622K | – | 11 |
|
|
2023
Q4 | $622K | Sell |
18,473
-1,066
| -5% | -$35.9K | 0.09% | 76 |
|
|
2023
Q3 | $535K | Sell |
19,539
-6,503
| -25% | -$178K | 0.08% | 82 |
|
|
2023
Q2 | $747K | Sell |
26,042
-632
| -2% | -$18.1K | 0.1% | 84 |
|
|
2023
Q1 | $763K | Sell |
26,674
-1,157
| -4% | -$33.1K | 0.11% | 86 |
|
|
2022
Q4 | $922K | Buy |
27,831
+3,831
| +16% | +$127K | 0.13% | 85 |
|
|
2022
Q3 | $725K | Buy |
24,000
+14,690
| +158% | +$444K | 0.12% | 88 |
|
|
2022
Q2 | $290K | Buy |
9,310
+1,600
| +21% | +$49.8K | 0.06% | 89 |
|
|
2022
Q1 | $317K | Sell |
7,710
-36,713
| -83% | -$1.51M | 0.05% | 82 |
|
|
2021
Q4 | $1.98M | Buy |
+44,423
| New | +$1.98M | 0.34% | 45 |
|
|
2021
Q1 | – | Sell |
-2,976
| Closed | -$90K | – | 132 |
|
|
2020
Q4 | $90K | Buy |
+2,976
| New | +$90K | 0.07% | 119 |
|