Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $213K | Sell |
4,857
-219
| -4% | -$9.63K | 0.08% | 125 |
|
|
2024
Q3 | $201K | Buy |
+5,076
| New | +$201K | 0.08% | 136 |
|
|
2023
Q1 | – | Sell |
-6,245
| Closed | -$207K | – | 124 |
|
|
2022
Q4 | $207K | Sell |
6,245
-1,989
| -24% | -$65.9K | 0.12% | 112 |
|
|
2022
Q3 | $249K | Hold |
8,234
| – | – | 0.16% | 88 |
|
|
2022
Q2 | $256K | Buy |
8,234
+21
| +0.3% | +$653 | 0.16% | 88 |
|
|
2022
Q1 | $339K | Sell |
8,213
-487
| -6% | -$20.1K | 0.17% | 77 |
|
|
2021
Q4 | $387K | Buy |
8,700
+507
| +6% | +$22.6K | 0.19% | 75 |
|
|
2021
Q3 | $348K | Buy |
8,193
+101
| +1% | +$4.29K | 0.19% | 76 |
|
|
2021
Q2 | $334K | Buy |
8,092
+5
| +0.1% | +$206 | 0.19% | 79 |
|
|
2021
Q1 | $313K | Buy |
8,087
+107
| +1% | +$4.14K | 0.2% | 79 |
|
|
2020
Q4 | $241K | Sell |
7,980
-667
| -8% | -$20.1K | 0.16% | 90 |
|
|
2020
Q3 | $208K | Buy |
8,647
+17
| +0.2% | +$409 | 0.16% | 92 |
|
|
2020
Q2 | $206K | Buy |
+8,630
| New | +$206K | 0.18% | 89 |
|