Jeppson 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 | $2.62M | Buy |
55,465
+2,273
| +4% | +$108K | 0.91% | 24 |
|
|
2025
Q1 | $2.22M | Sell |
53,192
-434
| -0.8% | -$18.1K | 0.81% | 27 |
|
|
2024
Q4 | $2.36M | Sell |
53,626
-281
| -0.5% | -$12.4K | 0.85% | 25 |
|
|
2024
Q3 | $2.14M | Sell |
53,907
-156
| -0.3% | -$6.19K | 0.77% | 31 |
|
|
2024
Q2 | $2.15M | Sell |
54,063
-256
| -0.5% | -$10.2K | 0.82% | 24 |
|
|
2024
Q1 | $2.06M | Sell |
54,319
-246
| -0.5% | -$9.33K | 0.8% | 24 |
|
|
2023
Q4 | $1.84M | Sell |
54,565
-556
| -1% | -$18.7K | 0.76% | 26 |
|
|
2023
Q3 | $1.51M | Sell |
55,121
-2,790
| -5% | -$76.4K | 0.69% | 30 |
|
|
2023
Q2 | $1.66M | Sell |
57,911
-3,084
| -5% | -$88.5K | 0.72% | 28 |
|
|
2023
Q1 | $1.74M | Buy |
60,995
+1,760
| +3% | +$50.3K | 0.76% | 28 |
|
|
2022
Q4 | $1.96M | Buy |
59,235
+679
| +1% | +$22.5K | 0.83% | 26 |
|
|
2022
Q3 | $1.77M | Sell |
58,556
-59
| -0.1% | -$1.78K | 0.8% | 25 |
|
|
2022
Q2 | $1.83M | Buy |
58,615
+7,776
| +15% | +$242K | 0.78% | 27 |
|
|
2022
Q1 | $2.1M | Buy |
50,839
+1,396
| +3% | +$57.5K | 0.98% | 21 |
|
|
2021
Q4 | $2.2M | Sell |
49,443
-1,225
| -2% | -$54.5K | 1.06% | 18 |
|
|
2021
Q3 | $2.15M | Sell |
50,668
-140
| -0.3% | -$5.94K | 1.12% | 18 |
|
|
2021
Q2 | $2.09M | Buy |
50,808
+253
| +0.5% | +$10.4K | 1.14% | 18 |
|
|
2021
Q1 | $1.96M | Sell |
50,555
-396
| -0.8% | -$15.3K | 1.16% | 18 |
|
|
2020
Q4 | $1.54M | Buy |
50,951
+13,857
| +37% | +$420K | 1.03% | 19 |
|
|
2020
Q3 | $894K | Buy |
+37,094
| New | +$894K | 0.7% | 36 |
|