Invenio Wealth Partners’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 | $321K | Buy |
6,794
+140
| +2% | +$6.63K | 0.13% | 75 |
|
|
2025
Q1 | $278K | Buy |
6,654
+119
| +2% | +$4.97K | 0.12% | 74 |
|
|
2024
Q4 | $287K | Sell |
6,535
-640
| -9% | -$28.1K | 0.12% | 78 |
|
|
2024
Q3 | $285K | Sell |
7,175
-1,157
| -14% | -$45.9K | 0.12% | 81 |
|
|
2024
Q2 | $331K | Sell |
8,332
-187
| -2% | -$7.44K | 0.16% | 63 |
|
|
2024
Q1 | $323K | Sell |
8,519
-2,708
| -24% | -$103K | 0.17% | 65 |
|
|
2023
Q4 | $378K | Buy |
11,227
+304
| +3% | +$10.2K | 0.27% | 58 |
|
|
2023
Q3 | $299K | Buy |
10,923
+460
| +4% | +$12.6K | 0.27% | 62 |
|
|
2023
Q2 | $300K | Buy |
+10,463
| New | +$300K | 0.34% | 55 |
|