Glass Wealth Management’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
$4.26M Sell
89,967
-7,155
-7% -$339K 2.27% 14
2025
Q1
$4.05M Sell
97,122
-9,420
-9% -$393K 2.43% 14
2024
Q4
$4.68M Buy
106,542
+325
+0.3% +$14.3K 2.55% 11
2024
Q3
$4.21M Sell
106,217
-1,332
-1% -$52.9K 2.33% 13
2024
Q2
$4.28M Sell
107,549
-2,270
-2% -$90.3K 2.5% 10
2024
Q1
$4.16M Buy
+109,819
New +$4.16M 2.54% 12