Johnson & White 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 | $1.64M | Buy |
34,715
+10
| +0% | +$473 | 0.83% | 33 |
|
|
2025
Q1 | $1.45M | Buy |
34,705
+19
| +0.1% | +$793 | 0.81% | 33 |
|
|
2024
Q4 | $1.54M | Sell |
34,686
-124
| -0.4% | -$5.49K | 0.93% | 31 |
|
|
2024
Q3 | $1.38M | Buy |
34,810
+828
| +2% | +$32.8K | 1.19% | 22 |
|
|
2024
Q2 | $1.35M | Buy |
33,982
+1,343
| +4% | +$53.4K | 1.29% | 20 |
|
|
2024
Q1 | $1.24M | Buy |
32,639
+2,065
| +7% | +$78.3K | 0.9% | 30 |
|
|
2023
Q4 | $1.03M | Buy |
30,574
+841
| +3% | +$28.3K | 0.85% | 31 |
|
|
2023
Q3 | $814K | Buy |
+29,733
| New | +$814K | 0.74% | 35 |
|
|
2023
Q2 | – | Sell |
-28,366
| Closed | -$811K | – | 41 |
|
|
2023
Q1 | $811K | Buy |
+28,366
| New | +$811K | 0.72% | 34 |
|
|
2022
Q4 | – | Sell |
-25,315
| Closed | -$765K | – | 82 |
|
|
2022
Q3 | $765K | Buy |
+25,315
| New | +$765K | 0.86% | 28 |
|