Focus Partners Wealth’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124M | Buy |
2,611,012
+101,323
| +4% | +$4.79M | 0.27% | 74 |
|
|
2025
Q1 | $105M | Sell |
2,509,689
-72,852
| -3% | -$3.04M | 0.26% | 79 |
|
|
2024
Q4 | $114M | Sell |
2,582,541
-176,284
| -6% | -$7.75M | 0.29% | 67 |
|
|
2024
Q3 | $118M | Buy |
2,758,825
+634,954
| +30% | +$27.1M | 0.37% | 60 |
|
|
2024
Q2 | $84.5M | Buy |
2,123,871
+1,440,476
| +211% | +$57.3M | 0.28% | 82 |
|
|
2024
Q1 | $25.9M | Buy |
683,395
+257,644
| +61% | +$9.77M | 0.21% | 125 |
|
|
2023
Q4 | $14.3M | Buy |
+425,751
| New | +$14.3M | 0.19% | 127 |
|