FSB Premier 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 | $1.22M | Buy |
25,742
+3,754
| +17% | +$178K | 0.43% | 63 |
|
|
2025
Q1 | $918K | Buy |
21,988
+2,002
| +10% | +$83.5K | 0.36% | 76 |
|
|
2024
Q4 | $878K | Buy |
19,986
+1,643
| +9% | +$72.2K | 0.35% | 78 |
|
|
2024
Q3 | $728K | Buy |
18,343
+5,188
| +39% | +$206K | 0.3% | 90 |
|
|
2024
Q2 | $523K | Buy |
13,155
+4,119
| +46% | +$164K | 0.24% | 102 |
|
|
2024
Q1 | $343K | Buy |
9,036
+1,685
| +23% | +$63.9K | 0.16% | 126 |
|
|
2023
Q4 | $248K | Buy |
+7,351
| New | +$248K | 0.12% | 146 |
|
|
2022
Q1 | – | Sell |
-1,219
| Closed | -$54K | – | 165 |
|
|
2021
Q4 | $54K | Buy |
+1,219
| New | +$54K | 0.02% | 223 |
|