Forza 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Hold |
16,261
| – | – | 0.32% | 83 |
|
|
2025
Q1 | $679K | Hold |
16,261
| – | – | 0.31% | 82 |
|
|
2024
Q4 | $715K | Hold |
16,261
| – | – | 0.33% | 78 |
|
|
2024
Q3 | $645K | Buy |
16,261
+509
| +3% | +$20.2K | 0.3% | 89 |
|
|
2024
Q2 | $626K | Buy |
15,752
+284
| +2% | +$11.3K | 0.32% | 82 |
|
|
2024
Q1 | $587K | Hold |
15,468
| – | – | 0.31% | 90 |
|
|
2023
Q4 | $521K | Buy |
15,468
+6,800
| +78% | +$229K | 0.29% | 100 |
|
|
2023
Q3 | $237K | Hold |
8,668
| – | – | 0.12% | 165 |
|
|
2023
Q2 | $249K | Buy |
8,668
+500
| +6% | +$14.3K | 0.13% | 161 |
|
|
2023
Q1 | $234K | Buy |
+8,168
| New | +$234K | 0.12% | 162 |
|