Darwin 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 | $107K | Sell |
2,260
-300
| -12% | -$14.2K | 0.04% | 163 |
|
|
2025
Q1 | $113K | Hold |
2,560
| – | – | 0.04% | 167 |
|
|
2024
Q4 | $113K | Buy |
2,560
+98
| +4% | +$4.31K | 0.04% | 167 |
|
|
2024
Q3 | $97.7K | Buy |
+2,462
| New | +$97.7K | 0.03% | 190 |
|
|
2020
Q2 | – | Sell |
-7,553
| Closed | -$159K | – | 205 |
|
|
2020
Q1 | $159K | Buy |
7,553
+255
| +3% | +$5.37K | 0.05% | 151 |
|
|
2019
Q4 | $257K | Buy |
7,298
+159
| +2% | +$5.6K | 0.07% | 136 |
|
|
2019
Q3 | $208K | Sell |
7,139
-1,931
| -21% | -$56.3K | 0.06% | 140 |
|
|
2019
Q2 | $263K | Buy |
9,070
+1,703
| +23% | +$49.4K | 0.08% | 132 |
|
|
2019
Q1 | $203K | Buy |
+7,367
| New | +$203K | 0.07% | 143 |
|
|
2018
Q4 | – | Sell |
-7,070
| Closed | -$207K | – | 97 |
|
|
2018
Q3 | $207K | Buy |
+7,070
| New | +$207K | 0.12% | 119 |
|
|
2018
Q1 | – | Sell |
-82,392
| Closed | -$2.43M | – | 126 |
|
|
2017
Q4 | $2.43M | Buy |
+82,392
| New | +$2.43M | 1.04% | 29 |
|
|
2017
Q3 | – | Sell |
-81,464
| Closed | -$1.98M | – | 102 |
|
|
2017
Q2 | $1.98M | Sell |
81,464
-6,588
| -7% | -$160K | 1.09% | 31 |
|
|
2017
Q1 | $2.08M | Sell |
88,052
-8,773
| -9% | -$207K | 1.2% | 23 |
|
|
2016
Q4 | $2.14M | Buy |
+96,825
| New | +$2.14M | 1.44% | 17 |
|