IHT 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 | $5.75M | Buy |
121,445
+3,182
| +3% | +$151K | 0.16% | 128 |
|
|
2025
Q1 | $4.94M | Sell |
118,263
-4,367
| -4% | -$182K | 0.15% | 135 |
|
|
2024
Q4 | $5.39M | Sell |
122,630
-12,218
| -9% | -$537K | 0.17% | 117 |
|
|
2024
Q3 | $5.35M | Buy |
134,848
+6,939
| +5% | +$275K | 0.15% | 130 |
|
|
2024
Q2 | $5.09M | Buy |
127,909
+11,043
| +9% | +$439K | 0.19% | 107 |
|
|
2024
Q1 | $4.43M | Buy |
116,866
+276
| +0.2% | +$10.5K | 0.18% | 115 |
|
|
2023
Q4 | $3.93M | Sell |
116,590
-2,997
| -3% | -$101K | 0.18% | 119 |
|
|
2023
Q3 | $3.27M | Sell |
119,587
-1,333
| -1% | -$36.5K | 0.17% | 126 |
|
|
2023
Q2 | $3.47M | Buy |
120,920
+61,099
| +102% | +$1.75M | 0.18% | 116 |
|
|
2023
Q1 | $1.71M | Buy |
59,821
+521
| +0.9% | +$14.9K | 0.1% | 204 |
|
|
2022
Q4 | $1.96M | Buy |
59,300
+7,211
| +14% | +$239K | 0.12% | 175 |
|
|
2022
Q3 | $1.57M | Buy |
52,089
+4,853
| +10% | +$147K | 0.12% | 199 |
|
|
2022
Q2 | $1.47M | Sell |
47,236
-2,451
| -5% | -$76.3K | 0.13% | 167 |
|
|
2022
Q1 | $2.05M | Sell |
49,687
-2,919
| -6% | -$120K | 0.16% | 137 |
|
|
2021
Q4 | $2.34M | Sell |
52,606
-1,762
| -3% | -$78.4K | 0.17% | 129 |
|
|
2021
Q3 | $2.31M | Sell |
54,368
-8,558
| -14% | -$363K | 0.19% | 120 |
|
|
2021
Q2 | $2.59M | Sell |
62,926
-7,858
| -11% | -$324K | 0.16% | 125 |
|
|
2021
Q1 | $2.74M | Sell |
70,784
-1,463
| -2% | -$56.6K | 0.2% | 112 |
|
|
2020
Q4 | $2.19M | Sell |
72,247
-34,328
| -32% | -$1.04M | 0.18% | 126 |
|
|
2020
Q3 | $2.57M | Buy |
106,575
+14,365
| +16% | +$346K | 0.26% | 92 |
|
|
2020
Q2 | $2.19M | Buy |
92,210
+39,972
| +77% | +$949K | 0.3% | 75 |
|
|
2020
Q1 | $1.11M | Buy |
52,238
+1,047
| +2% | +$22.2K | 0.16% | 149 |
|
|
2019
Q4 | $1.8M | Sell |
51,191
-2,152
| -4% | -$75.8K | 0.21% | 112 |
|
|
2019
Q3 | $1.56M | Buy |
53,343
+9,121
| +21% | +$266K | 0.21% | 115 |
|
|
2019
Q2 | $1.28M | Buy |
44,222
+5,132
| +13% | +$149K | 0.19% | 125 |
|
|
2019
Q1 | $1.08M | Sell |
39,090
-6,459
| -14% | -$178K | 0.18% | 137 |
|
|
2018
Q4 | $1.12M | Buy |
45,549
+4,592
| +11% | +$113K | 0.22% | 119 |
|
|
2018
Q3 | $1.21M | Sell |
40,957
-19,742
| -33% | -$582K | 0.26% | 105 |
|
|
2018
Q2 | $1.71M | Buy |
60,699
+25,221
| +71% | +$711K | 0.44% | 58 |
|
|
2018
Q1 | $1.04M | Sell |
35,478
-6,293
| -15% | -$184K | 0.28% | 85 |
|
|
2017
Q4 | $1.26M | Buy |
41,771
+25,058
| +150% | +$755K | 0.33% | 71 |
|
|
2017
Q3 | $432K | Sell |
16,713
-495
| -3% | -$12.8K | 0.18% | 132 |
|
|
2017
Q2 | $723 | Buy |
17,208
+4,632
| +37% | +$195 | 0.35% | 70 |
|
|
2017
Q1 | $291K | Buy |
12,576
+3,951
| +46% | +$91.4K | 0.19% | 130 |
|
|
2016
Q4 | $194K | Buy |
+8,625
| New | +$194K | 0.15% | 160 |
|