DiNuzzo Private Wealth’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 | $105K | Sell |
2,217
-132
| -6% | -$6.25K | 0.01% | 98 |
|
|
2025
Q1 | $98K | Sell |
2,349
-86
| -4% | -$3.59K | 0.01% | 102 |
|
|
2024
Q4 | $107K | Sell |
2,435
-595
| -20% | -$26.1K | 0.01% | 93 |
|
|
2024
Q3 | $120K | Buy |
3,030
+9
| +0.3% | +$357 | 0.01% | 92 |
|
|
2024
Q2 | $120K | Buy |
3,021
+64
| +2% | +$2.55K | 0.02% | 63 |
|
|
2024
Q1 | $112K | Sell |
2,957
-150
| -5% | -$5.69K | 0.02% | 62 |
|
|
2023
Q4 | $105K | Buy |
+3,107
| New | +$105K | 0.01% | 60 |
|