Daymark Wealth Partners’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 | $2.88M | Buy |
60,915
+4,806
| +9% | +$227K | 0.11% | 154 |
|
|
2025
Q1 | $2.34M | Sell |
56,109
-2,915
| -5% | -$122K | 0.1% | 154 |
|
|
2024
Q4 | $2.59M | Buy |
59,024
+3,496
| +6% | +$154K | 0.11% | 146 |
|
|
2024
Q3 | $2.2M | Buy |
55,528
+5,152
| +10% | +$204K | 0.09% | 160 |
|
|
2024
Q2 | $2M | Buy |
50,376
+15,078
| +43% | +$600K | 0.09% | 157 |
|
|
2024
Q1 | $1.34M | Buy |
35,298
+4,976
| +16% | +$189K | 0.07% | 168 |
|
|
2023
Q4 | $1.02M | Sell |
30,322
-2,952
| -9% | -$99.4K | 0.06% | 185 |
|
|
2023
Q3 | $911K | Sell |
33,274
-3,898
| -10% | -$107K | 0.06% | 177 |
|
|
2023
Q2 | $1.07M | Buy |
37,172
+9,300
| +33% | +$267K | 0.08% | 163 |
|
|
2023
Q1 | $797K | Buy |
27,872
+120
| +0.4% | +$3.43K | 0.11% | 152 |
|
|
2022
Q4 | $919K | Buy |
+27,752
| New | +$919K | 0.16% | 102 |
|