Heartwood Wealth Advisors’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 | $350K | Buy |
7,389
+733
| +11% | +$34.7K | 0.04% | 134 |
|
|
2025
Q1 | $278K | Sell |
6,656
-243
| -4% | -$10.1K | 0.03% | 144 |
|
|
2024
Q4 | $303K | Sell |
6,899
-383
| -5% | -$16.8K | 0.03% | 132 |
|
|
2024
Q3 | $289K | Sell |
7,282
-2,743
| -27% | -$109K | 0.03% | 136 |
|
|
2024
Q2 | $399K | Hold |
10,025
| – | – | 0.05% | 111 |
|
|
2024
Q1 | $380K | Hold |
10,025
| – | – | 0.05% | 102 |
|
|
2023
Q4 | $338K | Hold |
10,025
| – | – | 0.04% | 103 |
|
|
2023
Q3 | $274K | Hold |
10,025
| – | – | 0.04% | 112 |
|
|
2023
Q2 | $288K | Hold |
10,025
| – | – | 0.04% | 114 |
|
|
2023
Q1 | $287K | Buy |
10,025
+3,195
| +47% | +$91.4K | 0.04% | 105 |
|
|
2022
Q4 | $226K | Buy |
+6,830
| New | +$226K | 0.04% | 116 |
|