King Wealth Management Group’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 | $212K | Buy |
+4,471
| New | +$212K | 0.03% | 151 |
|
|
2025
Q1 | – | Sell |
-4,706
| Closed | -$207K | – | 160 |
|
|
2024
Q4 | $207K | Buy |
+4,706
| New | +$207K | 0.03% | 147 |
|
|
2024
Q3 | – | Sell |
-5,226
| Closed | -$208K | – | 152 |
|
|
2024
Q2 | $208K | Sell |
5,226
-3,000
| -36% | -$119K | 0.03% | 135 |
|
|
2024
Q1 | $312K | Sell |
8,226
-2,086
| -20% | -$79.1K | 0.05% | 111 |
|
|
2023
Q4 | $347K | Sell |
10,312
-154
| -1% | -$5.18K | 0.07% | 100 |
|
|
2023
Q3 | $287K | Sell |
10,466
-17
| -0.2% | -$466 | 0.06% | 115 |
|
|
2023
Q2 | $301K | Buy |
10,483
+17
| +0.2% | +$488 | 0.06% | 115 |
|
|
2023
Q1 | $299K | Buy |
10,466
+3,000
| +40% | +$85.7K | 0.07% | 114 |
|
|
2022
Q4 | $247K | Sell |
7,466
-8,000
| -52% | -$265K | 0.06% | 119 |
|
|
2022
Q3 | $467K | Sell |
15,466
-1,500
| -9% | -$45.3K | 0.12% | 82 |
|
|
2022
Q2 | $528K | Buy |
16,966
+9,085
| +115% | +$283K | 0.13% | 81 |
|
|
2022
Q1 | $325K | Sell |
7,881
-30
| -0.4% | -$1.24K | 0.06% | 130 |
|
|
2021
Q4 | $352K | Buy |
7,911
+800
| +11% | +$35.6K | 0.07% | 126 |
|
|
2021
Q3 | $302K | Buy |
+7,111
| New | +$302K | 0.06% | 139 |
|
|
2020
Q4 | – | Sell |
-9,391
| Closed | -$226K | – | 155 |
|
|
2020
Q3 | $226K | Hold |
9,391
| – | – | 0.06% | 148 |
|
|
2020
Q2 | $223K | Buy |
+9,391
| New | +$223K | 0.07% | 135 |
|
|
2014
Q3 | – | Sell |
-114,733
| Closed | -$1.76M | – | 103 |
|
|
2014
Q2 | $1.76M | Buy |
114,733
+1,357
| +1% | +$20.8K | 1.08% | 26 |
|
|
2014
Q1 | $1.95M | Sell |
113,376
-3,661
| -3% | -$63K | 1.34% | 20 |
|
|
2013
Q4 | $1.82M | Buy |
117,037
+3,025
| +3% | +$47.1K | 1.04% | 28 |
|
|
2013
Q3 | $1.57M | Buy |
114,012
+5,432
| +5% | +$75K | 1.02% | 28 |
|
|
2013
Q2 | $1.4M | Buy |
+108,580
| New | +$1.4M | 0.97% | 30 |
|