IFWM
Institute for Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Sell |
79,300
-517
| -0.6% | -$24.5K | 0.42% | 44 |
|
|
2025
Q1 | $3.33M | Buy |
79,817
+128
| +0.2% | +$5.34K | 0.43% | 46 |
|
|
2024
Q4 | $3.5M | Sell |
79,689
-653
| -0.8% | -$28.7K | 0.44% | 41 |
|
|
2024
Q3 | $3.19M | Sell |
80,342
-1,184
| -1% | -$47K | 0.4% | 45 |
|
|
2024
Q2 | $3.24M | Sell |
81,526
-197
| -0.2% | -$7.84K | 0.43% | 43 |
|
|
2024
Q1 | $3.1M | Sell |
81,723
-50
| -0.1% | -$1.9K | 0.4% | 45 |
|
|
2023
Q4 | $2.75M | Sell |
81,773
-277
| -0.3% | -$9.33K | 0.45% | 46 |
|
|
2023
Q3 | $2.25M | Buy |
82,050
+2,274
| +3% | +$62.3K | 0.41% | 53 |
|
|
2023
Q2 | $2.29M | Buy |
79,776
+3,357
| +4% | +$96.3K | 0.39% | 54 |
|
|
2023
Q1 | $2.19M | Sell |
76,419
-1,032
| -1% | -$29.5K | 0.42% | 53 |
|
|
2022
Q4 | $2.57M | Sell |
77,451
-5,604
| -7% | -$186K | 0.54% | 38 |
|
|
2022
Q3 | $2.51M | Sell |
83,055
-62
| -0.1% | -$1.87K | 0.56% | 36 |
|
|
2022
Q2 | $2.59M | Sell |
83,117
-12,130
| -13% | -$378K | 0.51% | 37 |
|
|
2022
Q1 | $3.93M | Buy |
95,247
+1,139
| +1% | +$46.9K | 0.64% | 26 |
|
|
2021
Q4 | $4.19M | Sell |
94,108
-498
| -0.5% | -$22.2K | 0.68% | 25 |
|
|
2021
Q3 | $4.02M | Buy |
94,606
+745
| +0.8% | +$31.6K | 0.7% | 23 |
|
|
2021
Q2 | $3.87M | Sell |
93,861
-850
| -0.9% | -$35K | 0.68% | 24 |
|
|
2021
Q1 | $3.66M | Sell |
94,711
-2,606
| -3% | -$101K | 0.7% | 25 |
|
|
2020
Q4 | $2.95M | Buy |
97,317
+1,574
| +2% | +$47.7K | 0.59% | 34 |
|
|
2020
Q3 | $2.31M | Sell |
95,743
-1,830
| -2% | -$44.1K | 0.53% | 37 |
|
|
2020
Q2 | $2.32M | Buy |
97,573
+566
| +0.6% | +$13.4K | 0.57% | 35 |
|
|
2020
Q1 | $2.06M | Sell |
97,007
-20,517
| -17% | -$435K | 0.63% | 29 |
|
|
2019
Q4 | $4.14M | Sell |
117,524
-3,236
| -3% | -$114K | 0.93% | 14 |
|
|
2019
Q3 | $3.52M | Sell |
120,760
-26,777
| -18% | -$781K | 0.89% | 18 |
|
|
2019
Q2 | $4.28M | Buy |
147,537
+5,438
| +4% | +$158K | 0.95% | 13 |
|
|
2019
Q1 | $3.92M | Buy |
142,099
+7,092
| +5% | +$196K | 0.85% | 16 |
|
|
2018
Q4 | $3.33M | Buy |
135,007
+10,861
| +9% | +$267K | 1.36% | 9 |
|
|
2018
Q3 | $3.74M | Sell |
124,146
-7,317
| -6% | -$221K | 1.26% | 14 |
|
|
2018
Q2 | $3.7M | Sell |
131,463
-826
| -0.6% | -$23.2K | 1.18% | 14 |
|
|
2018
Q1 | $3.96M | Sell |
132,289
-42,481
| -24% | -$1.27M | 1.17% | 12 |
|
|
2017
Q4 | $5.33M | Buy |
174,770
+46,811
| +37% | +$1.43M | 1.23% | 7 |
|
|
2017
Q3 | $3.24M | Sell |
127,959
-616
| -0.5% | -$15.6K | 1.05% | 13 |
|
|
2017
Q2 | $3.11M | Buy |
+128,575
| New | +$3.11M | 0.86% | 14 |
|
|
2013
Q3 | – | Sell |
-1,000
| Closed | -$13K | – | 69 |
|
|
2013
Q2 | $13K | Buy |
+1,000
| New | +$13K | 0.01% | 80 |
|