HBW Advisory Services’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 | $452K | Sell |
9,553
-376
| -4% | -$17.8K | 0.06% | 252 |
|
|
2025
Q1 | $414K | Sell |
9,929
-328
| -3% | -$13.7K | 0.06% | 237 |
|
|
2024
Q4 | $451K | Sell |
10,257
-3,089
| -23% | -$136K | 0.05% | 220 |
|
|
2024
Q3 | $530K | Sell |
13,346
-687
| -5% | -$27.3K | 0.08% | 190 |
|
|
2024
Q2 | $558K | Sell |
14,033
-1,418
| -9% | -$56.4K | 0.09% | 183 |
|
|
2024
Q1 | $520K | Hold |
15,451
| – | – | 0.1% | 180 |
|
|
2023
Q4 | $520K | Buy |
15,451
+561
| +4% | +$18.9K | 0.1% | 180 |
|
|
2023
Q3 | $408K | Buy |
14,890
+1,893
| +15% | +$51.9K | 0.09% | 192 |
|
|
2023
Q2 | $373K | Buy |
12,997
+3,399
| +35% | +$97.5K | 0.08% | 206 |
|
|
2023
Q1 | $275K | Sell |
9,598
-4,705
| -33% | -$135K | 0.07% | 208 |
|
|
2022
Q4 | $474K | Buy |
14,303
+2,513
| +21% | +$83.3K | 0.12% | 171 |
|
|
2022
Q3 | $356K | Buy |
11,790
+1,012
| +9% | +$30.6K | 0.1% | 174 |
|
|
2022
Q2 | $336K | Sell |
10,778
-1,063
| -9% | -$33.1K | 0.09% | 173 |
|
|
2022
Q1 | $488K | Buy |
11,841
+1,147
| +11% | +$47.3K | 0.17% | 137 |
|
|
2021
Q4 | $476K | Buy |
10,694
+563
| +6% | +$25.1K | 0.11% | 169 |
|
|
2021
Q3 | $430K | Sell |
10,131
-1,287
| -11% | -$54.6K | 0.11% | 172 |
|
|
2021
Q2 | $471K | Sell |
11,418
-205
| -2% | -$8.46K | 0.12% | 159 |
|
|
2021
Q1 | $450K | Sell |
11,623
-1,323
| -10% | -$51.2K | 0.12% | 152 |
|
|
2020
Q4 | $373K | Buy |
12,946
+2,263
| +21% | +$65.2K | 0.11% | 143 |
|
|
2020
Q3 | $257K | Buy |
10,683
+1,382
| +15% | +$33.2K | 0.11% | 158 |
|
|
2020
Q2 | $221K | Buy |
+9,301
| New | +$221K | 0.1% | 164 |
|