Hemington 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 | $501K | Sell |
10,603
-191
| -2% | -$9.03K | 0.07% | 78 |
|
|
2025
Q1 | $450K | Sell |
10,794
-891
| -8% | -$37.1K | 0.07% | 78 |
|
|
2024
Q4 | $513K | Buy |
11,685
+611
| +6% | +$26.8K | 0.13% | 70 |
|
|
2024
Q3 | $463K | Sell |
11,074
-1,043
| -9% | -$43.6K | 0.12% | 74 |
|
|
2024
Q2 | $481K | Buy |
12,117
+99
| +0.8% | +$3.93K | 0.16% | 69 |
|
|
2024
Q1 | $456K | Sell |
12,018
-653
| -5% | -$24.8K | 0.17% | 76 |
|
|
2023
Q4 | $427K | Buy |
12,671
+67
| +0.5% | +$2.26K | 0.16% | 72 |
|
|
2023
Q3 | $345K | Sell |
12,604
-870
| -6% | -$23.8K | 0.16% | 69 |
|
|
2023
Q2 | $386K | Sell |
13,474
-536
| -4% | -$15.4K | 0.16% | 68 |
|
|
2023
Q1 | $400K | Hold |
14,010
| – | – | 0.16% | 67 |
|
|
2022
Q4 | $464K | Buy |
14,010
+298
| +2% | +$9.87K | 0.2% | 53 |
|
|
2022
Q3 | $414K | Sell |
13,712
-110
| -0.8% | -$3.32K | 0.18% | 57 |
|
|
2022
Q2 | $430K | Sell |
13,822
-3
| -0% | -$93 | 0.17% | 64 |
|
|
2022
Q1 | $570K | Buy |
13,825
+5,057
| +58% | +$208K | 0.19% | 60 |
|
|
2021
Q4 | $266K | Sell |
8,768
-1,183
| -12% | -$35.9K | 0.12% | 72 |
|
|
2021
Q3 | $422K | Buy |
9,951
+54
| +0.5% | +$2.29K | 0.16% | 66 |
|
|
2021
Q2 | $408K | Buy |
9,897
+1,034
| +12% | +$42.6K | 0.17% | 62 |
|
|
2021
Q1 | $343K | Buy |
8,863
+95
| +1% | +$3.68K | 0.15% | 67 |
|
|
2020
Q4 | $266K | Buy |
+8,768
| New | +$266K | 0.12% | 72 |
|