Financial & Tax Architects’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 | $395K | Buy |
8,357
+135
| +2% | +$6.39K | 0.1% | 79 |
|
|
2025
Q1 | $343K | Buy |
+8,222
| New | +$343K | 0.09% | 94 |
|
|
2022
Q2 | – | Sell |
-5,147
| Closed | -$212K | – | 79 |
|
|
2022
Q1 | $212K | Sell |
5,147
-155
| -3% | -$6.39K | 0.08% | 88 |
|
|
2021
Q4 | $236K | Hold |
5,302
| – | – | 0.1% | 90 |
|
|
2021
Q3 | $225K | Buy |
+5,302
| New | +$225K | 0.1% | 95 |
|