Laidlaw 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 | – | Sell |
-10,409
| Closed | -$434K | – | 53 |
|
|
2025
Q1 | $434K | Buy |
10,409
+5,778
| +125% | +$241K | 1.28% | 23 |
|
|
2024
Q4 | $204K | Buy |
+4,631
| New | +$204K | 0.09% | 166 |
|
|
2024
Q3 | – | Sell |
-5,098
| Closed | -$203K | – | 180 |
|
|
2024
Q2 | $203K | Sell |
5,098
-2,985
| -37% | -$119K | 0.11% | 160 |
|
|
2024
Q1 | $306K | Sell |
8,083
-8,187
| -50% | -$310K | 0.17% | 135 |
|
|
2023
Q4 | $548K | Sell |
16,270
-185
| -1% | -$6.23K | 0.2% | 118 |
|
|
2023
Q3 | $451K | Sell |
16,455
-28,053
| -63% | -$768K | 0.15% | 161 |
|
|
2023
Q2 | $1.28M | Buy |
44,508
+4,107
| +10% | +$118K | 0.25% | 98 |
|
|
2023
Q1 | $1.16M | Buy |
40,401
+489
| +1% | +$14K | 0.24% | 109 |
|
|
2022
Q4 | $1.32M | Buy |
39,912
+257
| +0.6% | +$8.51K | 0.28% | 98 |
|
|
2022
Q3 | $1.2M | Sell |
39,655
-23,105
| -37% | -$698K | 0.28% | 96 |
|
|
2022
Q2 | $1.95M | Buy |
62,760
+21,287
| +51% | +$663K | 0.4% | 74 |
|
|
2022
Q1 | $1.71M | Buy |
41,473
+1,565
| +4% | +$64.5K | 0.29% | 96 |
|
|
2021
Q4 | $1.78M | Sell |
39,908
-2,097
| -5% | -$93.3K | 0.28% | 96 |
|
|
2021
Q3 | $1.78M | Sell |
42,005
-1,132
| -3% | -$48.1K | 0.46% | 65 |
|
|
2021
Q2 | $1.78M | Buy |
43,137
+2,017
| +5% | +$83.2K | 0.46% | 61 |
|
|
2021
Q1 | $1.59M | Sell |
41,120
-666
| -2% | -$25.8K | 0.54% | 51 |
|
|
2020
Q4 | $1.27M | Buy |
41,786
+21,099
| +102% | +$640K | 0.27% | 104 |
|
|
2020
Q3 | $498K | Sell |
20,687
-2,006
| -9% | -$48.3K | 0.22% | 107 |
|
|
2020
Q2 | $539K | Buy |
22,693
+6,884
| +44% | +$164K | 0.28% | 99 |
|
|
2020
Q1 | $336K | Sell |
15,809
-212
| -1% | -$4.51K | 0.22% | 105 |
|
|
2019
Q4 | $564K | Buy |
+16,021
| New | +$564K | 0.36% | 85 |
|