HighMark 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 | $52.4K | Buy |
1,108
+47
| +4% | +$2.22K | 0.03% | 154 |
|
|
2025
Q1 | $43.1K | Buy |
1,061
+743
| +234% | +$30.2K | 0.03% | 136 |
|
|
2024
Q4 | $14K | Buy |
318
+282
| +783% | +$12.4K | 0.01% | 244 |
|
|
2024
Q3 | $1.44K | Sell |
36
-55
| -60% | -$2.19K | ﹤0.01% | 499 |
|
|
2024
Q2 | $3.61K | Buy |
91
+1
| +1% | +$40 | ﹤0.01% | 411 |
|
|
2024
Q1 | $10.2K | Hold |
90
| – | – | 0.01% | 274 |
|
|
2023
Q4 | $3.03K | Sell |
90
-253
| -74% | -$8.53K | ﹤0.01% | 427 |
|
|
2023
Q3 | $9.4K | Buy |
343
+175
| +104% | +$4.8K | 0.01% | 260 |
|
|
2023
Q2 | $4.82K | Buy |
168
+36
| +27% | +$1.03K | ﹤0.01% | 361 |
|
|
2023
Q1 | $3.77K | Buy |
132
+1
| +0.8% | +$29 | ﹤0.01% | 440 |
|
|
2022
Q4 | $4.34K | Sell |
131
-24
| -15% | -$794 | ﹤0.01% | 355 |
|
|
2022
Q3 | $5K | Hold |
155
| – | – | ﹤0.01% | 323 |
|
|
2022
Q2 | $5K | Buy |
155
+1
| +0.6% | +$32 | ﹤0.01% | 335 |
|
|
2022
Q1 | $6K | Hold |
154
| – | – | ﹤0.01% | 328 |
|
|
2021
Q4 | $7K | Sell |
154
-238
| -61% | -$10.8K | ﹤0.01% | 307 |
|
|
2021
Q3 | $17K | Sell |
392
-86
| -18% | -$3.73K | 0.01% | 193 |
|
|
2021
Q2 | $20K | Buy |
478
+67
| +16% | +$2.8K | 0.01% | 185 |
|
|
2021
Q1 | $16K | Sell |
411
-172
| -30% | -$6.7K | 0.01% | 184 |
|
|
2020
Q4 | $18K | Hold |
583
| – | – | 0.02% | 168 |
|
|
2020
Q3 | $16K | Sell |
583
-74
| -11% | -$2.03K | 0.01% | 182 |
|
|
2020
Q2 | $16K | Sell |
657
-88
| -12% | -$2.14K | 0.02% | 152 |
|
|
2020
Q1 | $15K | Buy |
745
+57
| +8% | +$1.15K | 0.02% | 126 |
|
|
2019
Q4 | $24K | Buy |
+688
| New | +$24K | 0.03% | 121 |
|