Gen-Wealth Partners’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 | $110K | Sell |
2,323
-31
| -1% | -$1.47K | 0.04% | 273 |
|
|
2025
Q1 | $98.2K | Sell |
2,354
-309
| -12% | -$12.9K | 0.04% | 275 |
|
|
2024
Q4 | $117K | Sell |
2,663
-982
| -27% | -$43.2K | 0.05% | 268 |
|
|
2024
Q3 | $154K | Buy |
3,645
+325
| +10% | +$13.8K | 0.07% | 245 |
|
|
2024
Q2 | $132K | Sell |
3,320
-3,377
| -50% | -$134K | 0.06% | 250 |
|
|
2024
Q1 | $254K | Buy |
+6,697
| New | +$254K | 0.13% | 177 |
|