GGM Wealth Advisors’s Bank of America BAC Stock Holding History

GGM Wealth Advisors’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$744K	Buy	18,697 +4	+0%	+$178	0.41%	55
2024 Q4	$822K	Sell	18,693 -10,476	-36%	-$461K	0.43%	53
2024 Q3	$1.16M	Buy	29,169 +5	+0%	+$200	0.5%	42
2024 Q2	$1.16M	Sell	29,164 -1,996	-6%	-$76.5K	0.53%	44
2024 Q1	$1.18M	Sell	31,160 -20,504	-40%	-$704K	0.55%	44
2023 Q4	$1.73M	Buy	51,664 +11	+0%	+$320	0.71%	33
2023 Q3	$1.41M	Hold	51,653	–	–	0.61%	37
2023 Q2	$1.5M	Buy	51,653 +11	+0%	+$314	0.61%	36
2023 Q1	$1.48M	Hold	51,642	–	–	0.84%	29
2022 Q4	$1.78M	Buy	51,642 +4	+0%	+$138	0.92%	28
2022 Q3	$1.83M	Buy	51,638 +5	+0%	+$167	0.99%	24
2022 Q2	$1.62M	Buy	51,633 +4	+0%	+$144	0.9%	26
2022 Q1	$2.04M	Buy	51,629 +37,988	+278%	+$1.71M	1.02%	21
2021 Q4	$671K	Buy	13,641 +3	+0%	+$137	0.53%	40
2021 Q3	$647K	Buy	13,638 +3	+0%	+$121	0.51%	39
2021 Q2	$517K	Buy	13,635 +3	+0%	+$123	0.44%	45
2021 Q1	$552K	Buy	13,632 +3	+0%	+$104	0.44%	44
2020 Q4	$456K	Buy	+13,629	New	+$365K	0.45%	39

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GGM Wealth Advisors's BAC Position: Q1 2025 in Review

GGM Wealth Advisors increased its Bank of America (BAC) stake by 0.02% in Q1 2025, buying an estimated $178 and bringing the position to 18,697 shares worth $744K. The position accounts for 0.41% of the portfolio, ranked #55.

GGM Wealth Advisors first reported a position in BAC in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.04M in Q1 2022. 3,207 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

GGM Wealth Advisors held 18,697 shares of Bank of America worth $744K as of Q1 2025.
GGM Wealth Advisors bought 4 Bank of America shares in Q1 2025, an estimated $178.
Bank of America made up 0.41% of GGM Wealth Advisors's portfolio in Q1 2025, its #55 holding.
GGM Wealth Advisors first reported a position in Bank of America in Q4 2020 and has held it in 18 quarters since.
GGM Wealth Advisors's Bank of America position peaked at $2.04M in Q1 2022.
3,207 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.