Great Waters 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
Q1 | – | Sell |
-4,927
| Closed | -$217K | – | 105 |
|
|
2024
Q4 | $217K | Sell |
4,927
-440
| -8% | -$19.3K | 0.03% | 102 |
|
|
2024
Q3 | $213K | Sell |
5,367
-3
| -0.1% | -$119 | 0.03% | 103 |
|
|
2024
Q2 | $214K | Buy |
+5,370
| New | +$214K | 0.03% | 96 |
|
|
2024
Q1 | – | Sell |
-6,667
| Closed | -$224K | – | 100 |
|
|
2023
Q4 | $224K | Buy |
+6,667
| New | +$224K | 0.04% | 86 |
|