Keebeck 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 | $566K | Buy |
11,959
+577
| +5% | +$27.3K | 0.07% | 178 |
|
|
2025
Q1 | $475K | Buy |
11,382
+156
| +1% | +$6.51K | 0.07% | 172 |
|
|
2024
Q4 | $493K | Buy |
11,226
+604
| +6% | +$26.5K | 0.07% | 169 |
|
|
2024
Q3 | $421K | Buy |
10,622
+52
| +0.5% | +$2.06K | 0.06% | 183 |
|
|
2024
Q2 | $420K | Sell |
10,570
-1,740
| -14% | -$69.2K | 0.06% | 188 |
|
|
2024
Q1 | $467K | Sell |
12,310
-98
| -0.8% | -$3.72K | 0.07% | 198 |
|
|
2023
Q4 | $418K | Buy |
12,408
+822
| +7% | +$27.7K | 0.07% | 197 |
|
|
2023
Q3 | $317K | Buy |
11,586
+46
| +0.4% | +$1.26K | 0.06% | 200 |
|
|
2023
Q2 | $331K | Buy |
11,540
+2,471
| +27% | +$70.9K | 0.05% | 208 |
|
|
2023
Q1 | $259K | Buy |
9,069
+324
| +4% | +$9.27K | 0.04% | 220 |
|
|
2022
Q4 | $290K | Buy |
8,745
+242
| +3% | +$8.02K | 0.05% | 201 |
|
|
2022
Q3 | $257K | Hold |
8,503
| – | – | 0.05% | 205 |
|
|
2022
Q2 | $265K | Buy |
8,503
+2,130
| +33% | +$66.4K | 0.05% | 201 |
|
|
2022
Q1 | $263K | Hold |
6,373
| – | – | 0.04% | 209 |
|
|
2021
Q4 | $284K | Buy |
6,373
+1,095
| +21% | +$48.8K | 0.05% | 191 |
|
|
2021
Q3 | $224K | Sell |
5,278
-1,340
| -20% | -$56.9K | 0.04% | 196 |
|
|
2021
Q2 | $273K | Sell |
6,618
-25,310
| -79% | -$1.04M | 0.04% | 209 |
|
|
2021
Q1 | $1.24M | Hold |
31,928
| – | – | 0.19% | 91 |
|
|
2020
Q4 | $968K | Buy |
31,928
+1,150
| +4% | +$34.9K | 0.17% | 97 |
|
|
2020
Q3 | $741K | Sell |
30,778
-1,500
| -5% | -$36.1K | 0.15% | 102 |
|
|
2020
Q2 | $766K | Hold |
32,278
| – | – | 0.24% | 85 |
|
|
2020
Q1 | $685K | Hold |
32,278
| – | – | 0.28% | 72 |
|
|
2019
Q4 | $1.14M | Buy |
+32,278
| New | +$1.14M | 0.36% | 57 |
|