KWB Wealth’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 | $441K | Buy |
10,575
+41
| +0.4% | +$1.71K | 0.05% | 94 |
|
|
2025
Q1 | $463K | Buy |
10,534
+224
| +2% | +$9.85K | 0.06% | 100 |
|
|
2024
Q4 | $409K | Sell |
10,310
-156
| -1% | -$6.19K | 0.05% | 98 |
|
|
2024
Q3 | $416K | Buy |
10,466
+40
| +0.4% | +$1.59K | 0.05% | 91 |
|
|
2024
Q2 | $395K | Hold |
10,426
| – | – | 0.05% | 92 |
|
|
2024
Q1 | $395K | Sell |
10,426
-2,385
| -19% | -$90.4K | 0.05% | 92 |
|
|
2023
Q4 | $431K | Buy |
12,811
+102
| +0.8% | +$3.43K | 0.06% | 82 |
|
|
2023
Q3 | $365K | Sell |
12,709
-1,659
| -12% | -$47.6K | 0.06% | 91 |
|
|
2023
Q2 | $412K | Sell |
14,368
-1,373
| -9% | -$39.4K | 0.07% | 86 |
|
|
2023
Q1 | $521K | Buy |
15,741
+7,659
| +95% | +$254K | 0.1% | 69 |
|
|
2022
Q4 | $268K | Sell |
8,082
-4,441
| -35% | -$147K | 0.05% | 97 |
|
|
2022
Q3 | $378K | Buy |
12,523
+44
| +0.4% | +$1.33K | 0.08% | 73 |
|
|
2022
Q2 | $388K | Buy |
12,479
+72
| +0.6% | +$2.24K | 0.07% | 73 |
|
|
2022
Q1 | $552K | Hold |
12,407
| – | – | 0.09% | 53 |
|
|
2021
Q4 | $552K | Buy |
12,407
+29
| +0.2% | +$1.29K | 0.09% | 53 |
|
|
2021
Q3 | $525K | Buy |
12,378
+50
| +0.4% | +$2.12K | 0.09% | 53 |
|
|
2021
Q2 | $477K | Hold |
12,328
| – | – | 0.09% | 52 |
|
|
2021
Q1 | $477K | Buy |
12,328
+201
| +2% | +$7.78K | 0.09% | 52 |
|
|
2020
Q4 | $368K | Buy |
+12,127
| New | +$368K | 0.08% | 56 |
|