FSC Wealth Advisors’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 | – | Sell |
-1,467
| Closed | -$61.2K | – | 84 |
|
|
2025
Q1 | $61.2K | Sell |
1,467
-123
| -8% | -$5.13K | 0.04% | 100 |
|
|
2024
Q4 | $69.9K | Sell |
1,590
-315
| -17% | -$13.8K | 0.05% | 100 |
|
|
2024
Q3 | $75.6K | Sell |
1,905
-183
| -9% | -$7.26K | 0.05% | 99 |
|
|
2024
Q2 | $83K | Buy |
2,088
+1,888
| +944% | +$75.1K | 0.06% | 81 |
|
|
2024
Q1 | $7.58K | Hold |
200
| – | – | 0.01% | 210 |
|
|
2023
Q4 | $6.73K | Hold |
200
| – | – | ﹤0.01% | 220 |
|
|
2023
Q3 | $5.48K | Hold |
200
| – | – | 0.01% | 197 |
|
|
2023
Q2 | $5.74K | Hold |
200
| – | – | 0.01% | 164 |
|
|
2023
Q1 | $5.72K | Hold |
200
| – | – | 0.01% | 138 |
|
|
2022
Q4 | $6.62K | Sell |
200
-131
| -40% | -$4.34K | 0.01% | 124 |
|
|
2022
Q3 | $10K | Hold |
331
| – | – | 0.1% | 105 |
|
|
2022
Q2 | $10K | Buy |
331
+131
| +66% | +$3.96K | 0.09% | 103 |
|
|
2022
Q1 | $8K | Hold |
200
| – | – | 0.01% | 130 |
|
|
2021
Q4 | $9K | Buy |
+200
| New | +$9K | 0.01% | 135 |
|