Garde Capital’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 | $584K | Buy |
12,338
+859
| +7% | +$40.6K | 0.03% | 130 |
|
|
2025
Q1 | $479K | Hold |
11,479
| – | – | 0.03% | 145 |
|
|
2024
Q4 | $505K | Buy |
11,479
+2,270
| +25% | +$99.9K | 0.03% | 140 |
|
|
2024
Q3 | $365K | Hold |
9,209
| – | – | 0.02% | 162 |
|
|
2024
Q2 | $366K | Sell |
9,209
-1,000
| -10% | -$39.7K | 0.03% | 155 |
|
|
2024
Q1 | $387K | Hold |
10,209
| – | – | 0.03% | 148 |
|
|
2023
Q4 | $344K | Sell |
10,209
-125
| -1% | -$4.21K | 0.03% | 151 |
|
|
2023
Q3 | $283K | Buy |
10,334
+125
| +1% | +$3.42K | 0.02% | 169 |
|
|
2023
Q2 | $293K | Sell |
10,209
-7,143
| -41% | -$205K | 0.02% | 191 |
|
|
2023
Q1 | $496K | Buy |
17,352
+11,250
| +184% | +$322K | 0.05% | 118 |
|
|
2022
Q4 | $202K | Buy |
6,102
+783
| +15% | +$25.9K | 0.02% | 174 |
|
|
2022
Q3 | $161K | Sell |
5,319
-4,564
| -46% | -$138K | 0.02% | 192 |
|
|
2022
Q2 | $308K | Sell |
9,883
-20
| -0.2% | -$623 | 0.04% | 147 |
|
|
2022
Q1 | $408K | Sell |
9,903
-312
| -3% | -$12.9K | 0.04% | 143 |
|
|
2021
Q4 | $454K | Buy |
10,215
+4,610
| +82% | +$205K | 0.04% | 138 |
|
|
2021
Q3 | $238K | Buy |
5,605
+1
| +0% | +$42 | 0.02% | 185 |
|
|
2021
Q2 | $231K | Sell |
5,604
-797
| -12% | -$32.9K | 0.02% | 188 |
|
|
2021
Q1 | $248K | Buy |
6,401
+1,151
| +22% | +$44.6K | 0.03% | 167 |
|
|
2020
Q4 | $159K | Buy |
+5,250
| New | +$159K | 0.02% | 201 |
|