Iron Horse 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 | $146K | Buy |
3,076
+2,400
| +355% | +$114K | 0.04% | 67 |
|
|
2025
Q1 | $28.2K | Buy |
676
+129
| +24% | +$5.38K | 0.01% | 168 |
|
|
2024
Q4 | $24K | Hold |
547
| – | – | 0.01% | 166 |
|
|
2024
Q3 | $21.7K | Sell |
547
-51
| -9% | -$2.02K | 0.01% | 172 |
|
|
2024
Q2 | $23.8K | Buy |
598
+500
| +510% | +$19.9K | 0.01% | 149 |
|
|
2024
Q1 | $3.71K | Buy |
98
+1
| +1% | +$38 | ﹤0.01% | 284 |
|
|
2023
Q4 | $3.28K | Sell |
97
-1
| -1% | -$34 | ﹤0.01% | 308 |
|
|
2023
Q3 | $2.67K | Buy |
98
+48
| +96% | +$1.31K | ﹤0.01% | 326 |
|
|
2023
Q2 | $1.45K | Hold |
50
| – | – | ﹤0.01% | 255 |
|
|
2023
Q1 | $1.43K | Buy |
+50
| New | +$1.43K | ﹤0.01% | 290 |
|
|
2022
Q3 | – | Sell |
-12
| Closed | – | – | 146 |
|
|
2022
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 250 |
|