Keudell/Morrison 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 | $392K | Sell |
8,287
-179
| -2% | -$8.47K | 0.09% | 142 |
|
|
2025
Q1 | $353K | Buy |
8,466
+175
| +2% | +$7.3K | 0.08% | 146 |
|
|
2024
Q4 | $364K | Buy |
8,291
+223
| +3% | +$9.8K | 0.1% | 140 |
|
|
2024
Q3 | $320K | Sell |
8,068
-13,640
| -63% | -$541K | 0.09% | 153 |
|
|
2024
Q2 | $863K | Buy |
21,708
+3,800
| +21% | +$151K | 0.25% | 71 |
|
|
2024
Q1 | $679K | Buy |
17,908
+181
| +1% | +$6.86K | 0.21% | 88 |
|
|
2023
Q4 | $597K | Sell |
17,727
-77
| -0.4% | -$2.59K | 0.2% | 92 |
|
|
2023
Q3 | $487K | Sell |
17,804
-7,067
| -28% | -$193K | 0.15% | 101 |
|
|
2023
Q2 | $714K | Buy |
24,871
+32
| +0.1% | +$918 | 0.21% | 78 |
|
|
2023
Q1 | $710K | Sell |
24,839
-2,724
| -10% | -$77.9K | 0.21% | 78 |
|
|
2022
Q4 | $913K | Buy |
27,563
+777
| +3% | +$25.7K | 0.29% | 62 |
|
|
2022
Q3 | $809K | Buy |
26,786
+14
| +0.1% | +$423 | 0.3% | 65 |
|
|
2022
Q2 | $833K | Buy |
26,772
+454
| +2% | +$14.1K | 0.3% | 69 |
|
|
2022
Q1 | $1.09M | Buy |
26,318
+500
| +2% | +$20.6K | 0.45% | 58 |
|
|
2021
Q4 | $1.15M | Buy |
25,818
+7,041
| +37% | +$313K | 0.45% | 55 |
|
|
2021
Q3 | $797K | Sell |
18,777
-1,529
| -8% | -$64.9K | 0.34% | 67 |
|
|
2021
Q2 | $837K | Buy |
20,306
+482
| +2% | +$19.9K | 0.46% | 68 |
|
|
2021
Q1 | $767K | Buy |
19,824
+433
| +2% | +$16.8K | 0.45% | 67 |
|
|
2020
Q4 | $588K | Sell |
19,391
-479
| -2% | -$14.5K | 0.37% | 80 |
|
|
2020
Q3 | $479K | Buy |
19,870
+80
| +0.4% | +$1.93K | 0.31% | 85 |
|
|
2020
Q2 | $470K | Sell |
19,790
-923
| -4% | -$21.9K | 0.39% | 82 |
|
|
2020
Q1 | $440K | Sell |
20,713
-572
| -3% | -$12.2K | 0.43% | 82 |
|
|
2019
Q4 | $750K | Sell |
21,285
-504
| -2% | -$17.8K | 0.52% | 63 |
|
|
2019
Q3 | $636K | Sell |
21,789
-616
| -3% | -$18K | 0.52% | 65 |
|
|
2019
Q2 | $625K | Buy |
22,405
+200
| +0.9% | +$5.58K | 0.55% | 65 |
|
|
2019
Q1 | $613K | Buy |
+22,205
| New | +$613K | 0.54% | 64 |
|