Horizons 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 | $126K | Hold |
2,655
| – | – | 0.09% | 73 |
|
|
2025
Q1 | $111K | Hold |
2,655
| – | – | 0.08% | 73 |
|
|
2024
Q4 | $117K | Hold |
2,655
| – | – | 0.09% | 71 |
|
|
2024
Q3 | $105K | Hold |
2,655
| – | – | 0.08% | 78 |
|
|
2024
Q2 | $114K | Hold |
2,655
| – | – | 0.09% | 74 |
|
|
2024
Q1 | $89.4K | Hold |
2,655
| – | – | 0.06% | 76 |
|
|
2023
Q4 | $89.4K | Hold |
2,655
| – | – | 0.06% | 76 |
|
|
2023
Q3 | $72.7K | Hold |
2,655
| – | – | 0.05% | 78 |
|
|
2023
Q2 | $76.2K | Buy |
2,655
+873
| +49% | +$25K | 0.05% | 80 |
|
|
2023
Q1 | $51K | Buy |
1,782
+221
| +14% | +$6.32K | 0.04% | 85 |
|
|
2022
Q4 | $52K | Hold |
1,561
| – | – | 0.04% | 86 |
|
|
2022
Q3 | $47K | Hold |
1,561
| – | – | 0.04% | 79 |
|
|
2022
Q2 | $57K | Buy |
+1,561
| New | +$57K | 0.05% | 78 |
|