Greenwich 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 | $1.28M | Buy |
27,056
+5
| +0% | +$237 | 0.06% | 115 |
|
|
2025
Q1 | $1.13M | Sell |
27,051
-2,752
| -9% | -$115K | 0.09% | 113 |
|
|
2024
Q4 | $1.31M | Buy |
29,803
+2,704
| +10% | +$119K | 0.09% | 100 |
|
|
2024
Q3 | $1.08M | Sell |
27,099
-489
| -2% | -$19.4K | 0.07% | 114 |
|
|
2024
Q2 | $1.1M | Sell |
27,588
-932
| -3% | -$37.1K | 0.08% | 108 |
|
|
2024
Q1 | $1.08M | Sell |
28,520
-974
| -3% | -$36.9K | 0.09% | 106 |
|
|
2023
Q4 | $993K | Buy |
29,494
+2,675
| +10% | +$90.1K | 0.1% | 105 |
|
|
2023
Q3 | $734K | Sell |
26,819
-490
| -2% | -$13.4K | 0.08% | 127 |
|
|
2023
Q2 | $784K | Buy |
27,309
+345
| +1% | +$9.9K | 0.08% | 125 |
|
|
2023
Q1 | $771K | Sell |
26,964
-27
| -0.1% | -$772 | 0.08% | 126 |
|
|
2022
Q4 | $894K | Sell |
26,991
-305
| -1% | -$10.1K | 0.1% | 113 |
|
|
2022
Q3 | $824K | Buy |
27,296
+515
| +2% | +$15.5K | 0.09% | 119 |
|
|
2022
Q2 | $834K | Sell |
26,781
-1,419
| -5% | -$44.2K | 0.11% | 122 |
|
|
2022
Q1 | $1.16M | Buy |
28,200
+88
| +0.3% | +$3.63K | 0.12% | 103 |
|
|
2021
Q4 | $1.25M | Sell |
28,112
-290
| -1% | -$12.9K | 0.1% | 94 |
|
|
2021
Q3 | $1.21M | Buy |
28,402
+138
| +0.5% | +$5.86K | 0.1% | 101 |
|
|
2021
Q2 | $1.17M | Sell |
28,264
-468
| -2% | -$19.3K | 0.1% | 96 |
|
|
2021
Q1 | $1.11M | Sell |
28,732
-1,203
| -4% | -$46.6K | 0.09% | 93 |
|
|
2020
Q4 | $907K | Buy |
29,935
+679
| +2% | +$20.6K | 0.08% | 98 |
|
|
2020
Q3 | $705K | Buy |
29,256
+355
| +1% | +$8.56K | 0.13% | 104 |
|
|
2020
Q2 | $686K | Sell |
28,901
-104,776
| -78% | -$2.49M | 0.13% | 102 |
|
|
2020
Q1 | $2.84M | Buy |
133,677
+1,614
| +1% | +$34.3K | 0.61% | 34 |
|
|
2019
Q4 | $4.65M | Sell |
132,063
-20
| -0% | -$704 | 0.94% | 25 |
|
|
2019
Q3 | $3.85M | Sell |
132,083
-1,989
| -1% | -$58K | 0.75% | 28 |
|
|
2019
Q2 | $3.89M | Sell |
134,072
-43
| -0% | -$1.25K | 0.67% | 30 |
|
|
2019
Q1 | $3.7M | Sell |
134,115
-260
| -0.2% | -$7.17K | 0.65% | 33 |
|
|
2018
Q4 | $3.31M | Buy |
134,375
+248
| +0.2% | +$6.11K | 0.66% | 31 |
|
|
2018
Q3 | $3.95M | Sell |
134,127
-299
| -0.2% | -$8.81K | 0.69% | 30 |
|
|
2018
Q2 | $3.79M | Buy |
134,426
+7
| +0% | +$197 | 0.67% | 31 |
|
|
2018
Q1 | $4.03M | Sell |
134,419
-705
| -0.5% | -$21.1K | 0.63% | 29 |
|
|
2017
Q4 | $3.99M | Buy |
135,124
+1,014
| +0.8% | +$29.9K | 0.67% | 29 |
|
|
2017
Q3 | $3.4M | Sell |
134,110
-5,906
| -4% | -$150K | 0.58% | 34 |
|
|
2017
Q2 | $3.4M | Buy |
140,016
+873
| +0.6% | +$21.2K | 0.57% | 37 |
|
|
2017
Q1 | $3.28M | Buy |
139,143
+2,768
| +2% | +$65.3K | 0.44% | 36 |
|
|
2016
Q4 | $3.01M | Buy |
136,375
+65
| +0% | +$1.44K | 0.38% | 40 |
|
|
2016
Q3 | $2.13M | Sell |
136,310
-1,000
| -0.7% | -$15.6K | 0.38% | 54 |
|
|
2016
Q2 | $1.82M | Buy |
137,310
+985
| +0.7% | +$13.1K | 0.44% | 56 |
|
|
2016
Q1 | $1.86M | Sell |
136,325
-19,901
| -13% | -$272K | 0.48% | 52 |
|
|
2015
Q4 | $2.63M | Hold |
156,226
| – | – | 0.64% | 43 |
|
|
2015
Q3 | $2.43M | Sell |
156,226
-165,500
| -51% | -$2.58M | 0.59% | 53 |
|
|
2015
Q2 | $5.48M | Hold |
321,726
| – | – | 0.7% | 53 |
|
|
2015
Q1 | $4.95M | Sell |
321,726
-300,242
| -48% | -$4.62M | 0.56% | 58 |
|
|
2014
Q4 | $11.1M | Sell |
621,968
-41,079
| -6% | -$735K | 0.74% | 31 |
|
|
2014
Q3 | $11.3M | Sell |
663,047
-370
| -0.1% | -$6.31K | 0.76% | 28 |
|
|
2014
Q2 | $10.2M | Buy |
663,417
+314
| +0% | +$4.83K | 0.68% | 42 |
|
|
2014
Q1 | $11.4M | Sell |
663,103
-372,199
| -36% | -$6.4M | 0.79% | 31 |
|
|
2013
Q4 | $16.1M | Sell |
1,035,302
-96,098
| -8% | -$1.5M | 1.63% | 16 |
|
|
2013
Q3 | $15.6M | Sell |
1,131,400
-13,676
| -1% | -$189K | 1.12% | 13 |
|
|
2013
Q2 | $14.7M | Buy |
+1,145,076
| New | +$14.7M | 1.09% | 17 |
|