Liberty 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 | $1.22M | Sell |
25,807
-1,740
| -6% | -$82.3K | 0.19% | 77 |
|
|
2025
Q1 | $1.15M | Buy |
27,547
+548
| +2% | +$22.9K | 0.22% | 61 |
|
|
2024
Q4 | $1.19M | Buy |
26,999
+743
| +3% | +$32.7K | 0.2% | 75 |
|
|
2024
Q3 | $1.04M | Sell |
26,256
-12,780
| -33% | -$507K | 0.18% | 75 |
|
|
2024
Q2 | $1.09M | Buy |
39,036
+12,064
| +45% | +$337K | 0.2% | 71 |
|
|
2024
Q1 | $1.02M | Sell |
26,972
-276
| -1% | -$10.5K | 0.2% | 71 |
|
|
2023
Q4 | $917K | Buy |
27,248
+7,988
| +41% | +$269K | 0.2% | 68 |
|
|
2023
Q3 | $527K | Sell |
19,260
-405
| -2% | -$11.1K | 0.13% | 91 |
|
|
2023
Q2 | $564K | Sell |
19,665
-2,808
| -12% | -$80.6K | 0.14% | 82 |
|
|
2023
Q1 | $641K | Buy |
+22,473
| New | +$641K | 0.13% | 95 |
|
|
2022
Q3 | $590K | Buy |
19,558
+62
| +0.3% | +$1.87K | 0.16% | 76 |
|
|
2022
Q2 | $606K | Sell |
19,496
-169
| -0.9% | -$5.25K | 0.25% | 73 |
|
|
2022
Q1 | $810K | Sell |
19,665
-355
| -2% | -$14.6K | 0.29% | 56 |
|
|
2021
Q4 | $890 | Sell |
20,020
-2,685
| -12% | -$119 | 0.04% | 70 |
|
|
2021
Q3 | $979K | Buy |
22,705
+1,673
| +8% | +$72.1K | 0.35% | 45 |
|
|
2021
Q2 | $830K | Buy |
21,032
+639
| +3% | +$25.2K | 0.32% | 46 |
|
|
2021
Q1 | $611K | Hold |
20,393
| – | – | 0.3% | 52 |
|
|
2020
Q4 | $611K | Sell |
20,393
-492
| -2% | -$14.7K | 0.3% | 52 |
|
|
2020
Q3 | $503K | Buy |
20,885
+987
| +5% | +$23.8K | 0.3% | 52 |
|
|
2020
Q2 | $473K | Buy |
19,898
+3,281
| +20% | +$78K | 0.33% | 49 |
|
|
2020
Q1 | $353K | Buy |
16,617
+309
| +2% | +$6.56K | 0.31% | 53 |
|
|
2019
Q4 | $574K | Buy |
16,308
+1,688
| +12% | +$59.4K | 0.45% | 40 |
|
|
2019
Q3 | $426K | Sell |
14,620
-4,302
| -23% | -$125K | 0.4% | 47 |
|
|
2019
Q2 | $549K | Buy |
18,922
+2,133
| +13% | +$61.9K | 0.48% | 46 |
|
|
2019
Q1 | $463K | Sell |
16,789
-5,749
| -26% | -$159K | 0.35% | 43 |
|
|
2018
Q4 | $555K | Buy |
+22,538
| New | +$555K | 0.41% | 32 |
|