M3 Advisory 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 | $712K | Buy |
15,056
+762
| +5% | +$36.1K | 0.49% | 41 |
|
|
2025
Q1 | $596K | Buy |
14,294
+485
| +4% | +$20.2K | 0.47% | 44 |
|
|
2024
Q4 | $607K | Buy |
13,809
+57
| +0.4% | +$2.51K | 0.43% | 49 |
|
|
2024
Q3 | $546K | Buy |
13,752
+160
| +1% | +$6.35K | 0.4% | 54 |
|
|
2024
Q2 | $541K | Buy |
13,592
+44
| +0.3% | +$1.75K | 0.45% | 49 |
|
|
2024
Q1 | $514K | Sell |
13,548
-1,056
| -7% | -$40K | 0.47% | 48 |
|
|
2023
Q4 | $492K | Buy |
+14,604
| New | +$492K | 0.58% | 39 |
|