Independent Solutions 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 | $2.88M | Sell |
60,967
-1,966
| -3% | -$93K | 0.56% | 56 |
|
|
2025
Q1 | $2.63M | Sell |
62,933
-7,319
| -10% | -$305K | 0.59% | 54 |
|
|
2024
Q4 | $3.09M | Buy |
70,252
+2,105
| +3% | +$92.5K | 0.68% | 44 |
|
|
2024
Q3 | $2.7M | Sell |
68,147
-2,253
| -3% | -$89.4K | 0.61% | 50 |
|
|
2024
Q2 | $2.8M | Sell |
70,400
-1,168
| -2% | -$46.5K | 0.64% | 45 |
|
|
2024
Q1 | $2.71M | Buy |
71,568
+760
| +1% | +$28.8K | 0.64% | 45 |
|
|
2023
Q4 | $2.38M | Buy |
70,808
+23,210
| +49% | +$781K | 0.61% | 50 |
|
|
2023
Q3 | $1.3M | Buy |
47,598
+27,648
| +139% | +$757K | 0.34% | 69 |
|
|
2023
Q2 | $572K | Sell |
19,950
-256
| -1% | -$7.35K | 0.14% | 118 |
|
|
2023
Q1 | $578K | Sell |
20,206
-344
| -2% | -$9.84K | 0.17% | 111 |
|
|
2022
Q4 | $681K | Sell |
20,550
-250
| -1% | -$8.28K | 0.21% | 102 |
|
|
2022
Q3 | $628K | Buy |
20,800
+7,178
| +53% | +$217K | 0.21% | 97 |
|
|
2022
Q2 | $424K | Sell |
13,622
-627
| -4% | -$19.5K | 0.13% | 127 |
|
|
2022
Q1 | $587K | Hold |
14,249
| – | – | 0.14% | 122 |
|
|
2021
Q4 | $634K | Sell |
14,249
-390
| -3% | -$17.4K | 0.15% | 119 |
|
|
2021
Q3 | $621K | Sell |
14,639
-4,588
| -24% | -$195K | 0.15% | 120 |
|
|
2021
Q2 | $793K | Buy |
19,227
+4,364
| +29% | +$180K | 0.19% | 105 |
|
|
2021
Q1 | $575K | Buy |
14,863
+283
| +2% | +$10.9K | 0.16% | 109 |
|
|
2020
Q4 | $442K | Sell |
14,580
-1,162
| -7% | -$35.2K | 0.14% | 117 |
|
|
2020
Q3 | $379K | Sell |
15,742
-663
| -4% | -$16K | 0.14% | 114 |
|
|
2020
Q2 | $390K | Buy |
16,405
+240
| +1% | +$5.7K | 0.17% | 106 |
|
|
2020
Q1 | $343K | Sell |
16,165
-500
| -3% | -$10.6K | 0.19% | 88 |
|
|
2019
Q4 | $587K | Buy |
+16,665
| New | +$587K | 0.26% | 78 |
|