LongView 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 | $522K | Sell |
11,035
-495
| -4% | -$23.4K | 0.16% | 115 |
|
|
2025
Q1 | $481K | Sell |
11,530
-1,293
| -10% | -$54K | 0.14% | 120 |
|
|
2024
Q4 | $564K | Buy |
12,823
+1,408
| +12% | +$61.9K | 0.17% | 109 |
|
|
2024
Q3 | $453K | Sell |
11,415
-329
| -3% | -$13.1K | 0.14% | 118 |
|
|
2024
Q2 | $467K | Sell |
11,744
-148
| -1% | -$5.89K | 0.17% | 101 |
|
|
2024
Q1 | $451K | Sell |
11,892
-114
| -0.9% | -$4.32K | 0.18% | 108 |
|
|
2023
Q4 | $404K | Buy |
+12,006
| New | +$404K | 0.18% | 109 |
|