GGM 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
Q1 | $744K | Buy |
18,697
+4
| +0% | +$159 | 0.41% | 55 |
|
|
2024
Q4 | $822K | Sell |
18,693
-10,476
| -36% | -$460K | 0.43% | 53 |
|
|
2024
Q3 | $1.16M | Buy |
29,169
+5
| +0% | +$198 | 0.5% | 42 |
|
|
2024
Q2 | $1.16M | Sell |
29,164
-1,996
| -6% | -$79.4K | 0.53% | 44 |
|
|
2024
Q1 | $1.18M | Sell |
31,160
-20,504
| -40% | -$774K | 0.55% | 44 |
|
|
2023
Q4 | $1.73M | Buy |
51,664
+11
| +0% | +$368 | 0.71% | 33 |
|
|
2023
Q3 | $1.41M | Hold |
51,653
| – | – | 0.61% | 37 |
|
|
2023
Q2 | $1.5M | Buy |
51,653
+11
| +0% | +$319 | 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% | +$177 | 0.99% | 24 |
|
|
2022
Q2 | $1.62M | Buy |
51,633
+4
| +0% | +$125 | 0.9% | 26 |
|
|
2022
Q1 | $2.04M | Buy |
51,629
+37,988
| +278% | +$1.5M | 1.02% | 21 |
|
|
2021
Q4 | $671K | Buy |
13,641
+3
| +0% | +$148 | 0.53% | 40 |
|
|
2021
Q3 | $647K | Buy |
13,638
+3
| +0% | +$142 | 0.51% | 39 |
|
|
2021
Q2 | $517K | Buy |
13,635
+3
| +0% | +$114 | 0.44% | 45 |
|
|
2021
Q1 | $552K | Buy |
13,632
+3
| +0% | +$121 | 0.44% | 44 |
|
|
2020
Q4 | $456K | Buy |
+13,629
| New | +$456K | 0.45% | 39 |
|