FSA 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 | $195K | Buy |
4,120
+4
| +0.1% | +$189 | 0.08% | 56 |
|
|
2025
Q1 | $172K | Buy |
4,116
+4
| +0.1% | +$167 | 0.07% | 59 |
|
|
2024
Q4 | $181K | Buy |
4,112
+5
| +0.1% | +$220 | 0.07% | 56 |
|
|
2024
Q3 | $163K | Buy |
+4,107
| New | +$163K | 0.07% | 64 |
|
|
2024
Q1 | $159K | Buy |
4,194
+5
| +0.1% | +$190 | 0.07% | 61 |
|
|
2023
Q4 | $141K | Buy |
+4,189
| New | +$141K | 0.07% | 63 |
|
|
2021
Q1 | – | Sell |
-6,909
| Closed | -$209K | – | 65 |
|
|
2020
Q4 | $209K | Buy |
+6,909
| New | +$209K | 0.1% | 55 |
|
|
2020
Q3 | – | Sell |
-7,009
| Closed | -$166K | – | 86 |
|
|
2020
Q2 | $166K | Sell |
7,009
-411
| -6% | -$9.73K | 0.11% | 61 |
|
|
2020
Q1 | $158K | Hold |
7,420
| – | – | 0.13% | 54 |
|
|
2019
Q4 | $261K | Buy |
+7,420
| New | +$261K | 0.18% | 40 |
|