Financial Synergies Wealth Advisors’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
Q2 | – | Sell |
-3,222
| Closed | -$122K | – | 108 |
|
|
2024
Q1 | $122K | Buy |
3,222
+3,157
| +4,857% | +$120K | 0.02% | 93 |
|
|
2023
Q4 | $2.15K | Sell |
65
-3,165
| -98% | -$105K | ﹤0.01% | 242 |
|
|
2023
Q3 | $88.4K | Buy |
3,230
+2,499
| +342% | +$68.4K | 0.01% | 90 |
|
|
2023
Q2 | $21K | Buy |
731
+73
| +11% | +$2.09K | ﹤0.01% | 164 |
|
|
2023
Q1 | $18.8K | Buy |
658
+593
| +912% | +$17K | ﹤0.01% | 184 |
|
|
2022
Q4 | $2.15K | Buy |
65
+11
| +20% | +$364 | ﹤0.01% | 242 |
|
|
2022
Q3 | $1.63K | Buy |
+54
| New | +$1.63K | ﹤0.01% | 238 |
|