Icon 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 | $7.01M | Sell |
148,160
-266
| -0.2% | -$12.6K | 0.5% | 43 |
|
|
2025
Q1 | $6.19M | Sell |
148,426
-2,232
| -1% | -$93.1K | 0.51% | 45 |
|
|
2024
Q4 | $6.62M | Sell |
150,658
-3
| -0% | -$132 | 0.54% | 39 |
|
|
2024
Q3 | $5.98M | Sell |
150,661
-7,281
| -5% | -$289K | 0.5% | 41 |
|
|
2024
Q2 | $6.37M | Sell |
157,942
-3,684
| -2% | -$149K | 0.57% | 35 |
|
|
2024
Q1 | $6.13M | Buy |
161,626
+18,777
| +13% | +$712K | 0.57% | 35 |
|
|
2023
Q4 | $4.81M | Buy |
+142,849
| New | +$4.81M | 0.5% | 38 |
|
|
2022
Q4 | $5.45M | Sell |
164,530
-10,600
| -6% | -$351K | 0.63% | 38 |
|
|
2022
Q3 | $5.29M | Buy |
+175,130
| New | +$5.29M | 0.64% | 37 |
|