Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.2M | Sell |
80,293
-35,441
| -31% | -$970K | 0.46% | 70 |
|
|
2023
Q2 | $3.32M | Sell |
115,734
-122,372
| -51% | -$3.51M | 0.67% | 48 |
|
|
2023
Q1 | $6.81M | Sell |
238,106
-27,937
| -11% | -$799K | 1.47% | 15 |
|
|
2022
Q4 | $8.81M | Sell |
266,043
-6,314
| -2% | -$209K | 2.01% | 10 |
|
|
2022
Q3 | $8.23M | Sell |
272,357
-211
| -0.1% | -$6.37K | 2.02% | 10 |
|
|
2022
Q2 | $8.49M | Sell |
272,568
-3,557
| -1% | -$111K | 2.06% | 10 |
|
|
2022
Q1 | $11.4M | Sell |
276,125
-969
| -0.3% | -$39.9K | 2.39% | 9 |
|
|
2021
Q4 | $12.3M | Sell |
277,094
-2,870
| -1% | -$128K | 2.47% | 10 |
|
|
2021
Q3 | $11.9M | Buy |
279,964
+767
| +0.3% | +$32.6K | 2.6% | 11 |
|
|
2021
Q2 | $11.5M | Sell |
279,197
-91
| -0% | -$3.75K | 2.54% | 11 |
|
|
2021
Q1 | $10.8M | Sell |
279,288
-1,075
| -0.4% | -$41.6K | 2.64% | 10 |
|
|
2020
Q4 | $8.5M | Sell |
280,363
-9,205
| -3% | -$279K | 2.24% | 10 |
|
|
2020
Q3 | $6.98M | Buy |
289,568
+772
| +0.3% | +$18.6K | 2.09% | 13 |
|
|
2020
Q2 | $6.86M | Sell |
288,796
-12,605
| -4% | -$299K | 2.26% | 10 |
|
|
2020
Q1 | $6.4M | Sell |
301,401
-9,122
| -3% | -$194K | 2.57% | 8 |
|
|
2019
Q4 | $10.9M | Buy |
+310,523
| New | +$10.9M | 3.14% | 7 |
|