Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $409K | Buy |
13,551
+11
| +0.1% | +$332 | 0.04% | 144 |
|
|
2022
Q2 | $422K | Sell |
13,540
-12,408
| -48% | -$387K | 0.03% | 146 |
|
|
2022
Q1 | $1.07M | Buy |
25,948
+12,043
| +87% | +$497K | 0.08% | 113 |
|
|
2021
Q4 | $619K | Buy |
13,905
+116
| +0.8% | +$5.16K | 0.04% | 133 |
|
|
2021
Q3 | $585K | Buy |
13,789
+508
| +4% | +$21.6K | 0.05% | 133 |
|
|
2021
Q2 | $548K | Sell |
13,281
-993
| -7% | -$41K | 0.05% | 134 |
|
|
2021
Q1 | $552K | Sell |
14,274
-93
| -0.6% | -$3.6K | 0.05% | 133 |
|
|
2020
Q4 | $435K | Sell |
14,367
-502
| -3% | -$15.2K | 0.04% | 140 |
|
|
2020
Q3 | $358K | Buy |
14,869
+967
| +7% | +$23.3K | 0.04% | 136 |
|
|
2020
Q2 | $330K | Sell |
13,902
-6,181
| -31% | -$147K | 0.04% | 133 |
|
|
2020
Q1 | $426K | Buy |
20,083
+1,632
| +9% | +$34.6K | 0.07% | 113 |
|
|
2019
Q4 | $650K | Buy |
18,451
+283
| +2% | +$9.97K | 0.08% | 106 |
|
|
2019
Q3 | $530K | Buy |
18,168
+2,762
| +18% | +$80.6K | 0.07% | 114 |
|
|
2019
Q2 | $447K | Sell |
15,406
-999
| -6% | -$29K | 0.06% | 121 |
|
|
2019
Q1 | $485K | Sell |
16,405
-1,773
| -10% | -$52.4K | 0.07% | 112 |
|
|
2018
Q4 | $448K | Buy |
18,178
+2,274
| +14% | +$56K | 0.08% | 109 |
|
|
2018
Q3 | $469K | Sell |
15,904
-997
| -6% | -$29.4K | 0.07% | 113 |
|
|
2018
Q2 | $476K | Buy |
16,901
+2,259
| +15% | +$63.6K | 0.08% | 114 |
|
|
2018
Q1 | $439K | Sell |
14,642
-477
| -3% | -$14.3K | 0.07% | 108 |
|
|
2017
Q4 | $446K | Buy |
15,119
+1,861
| +14% | +$54.9K | 0.08% | 107 |
|
|
2017
Q3 | $336K | Buy |
13,258
+1,185
| +10% | +$30K | 0.06% | 111 |
|
|
2017
Q2 | $293K | Buy |
12,073
+1,100
| +10% | +$26.7K | 0.05% | 113 |
|
|
2017
Q1 | $259K | Buy |
+10,973
| New | +$259K | 0.05% | 114 |
|