HB 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 | $15.8M | Sell |
333,256
-20,669
| -6% | -$978K | 0.13% | 90 |
|
|
2025
Q1 | $14.8M | Buy |
353,925
+63,455
| +22% | +$2.65M | 0.12% | 94 |
|
|
2024
Q4 | $12.8M | Buy |
290,470
+10,479
| +4% | +$461K | 0.13% | 80 |
|
|
2024
Q3 | $11.1M | Sell |
279,991
-10,909
| -4% | -$433K | 0.12% | 88 |
|
|
2024
Q2 | $11.6M | Buy |
290,900
+12,130
| +4% | +$482K | 0.14% | 76 |
|
|
2024
Q1 | $10.6M | Buy |
278,770
+145
| +0.1% | +$5.5K | 0.13% | 80 |
|
|
2023
Q4 | $9.38M | Sell |
278,625
-6,335
| -2% | -$213K | 0.13% | 83 |
|
|
2023
Q3 | $7.8M | Sell |
284,960
-20,546
| -7% | -$563K | 0.13% | 87 |
|
|
2023
Q2 | $8.76M | Buy |
305,506
+72,579
| +31% | +$2.08M | 0.14% | 78 |
|
|
2023
Q1 | $6.66M | Sell |
232,927
-48,118
| -17% | -$1.38M | 0.12% | 96 |
|
|
2022
Q4 | $9.31M | Buy |
281,045
+122,250
| +77% | +$4.05M | 0.17% | 68 |
|
|
2022
Q3 | $4.8M | Sell |
158,795
-11,852
| -7% | -$358K | 0.1% | 99 |
|
|
2022
Q2 | $5.31M | Buy |
170,647
+8,999
| +6% | +$280K | 0.11% | 92 |
|
|
2022
Q1 | $6.66M | Buy |
161,648
+49,559
| +44% | +$2.04M | 0.12% | 87 |
|
|
2021
Q4 | $4.99M | Buy |
+112,089
| New | +$4.99M | 0.1% | 86 |
|