Madison Wealth Partners’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 | $1.14M | Sell |
24,157
-286
| -1% | -$13.5K | 0.25% | 50 |
|
|
2025
Q1 | $1.02M | Buy |
24,443
+20
| +0.1% | +$835 | 0.25% | 49 |
|
|
2024
Q4 | $1.07M | Buy |
24,423
+199
| +0.8% | +$8.75K | 0.3% | 45 |
|
|
2024
Q3 | $961K | Buy |
24,224
+3,204
| +15% | +$127K | 0.28% | 51 |
|
|
2024
Q2 | $836K | Sell |
21,020
-400
| -2% | -$15.9K | 0.29% | 48 |
|
|
2024
Q1 | $812K | Sell |
21,420
-4,500
| -17% | -$171K | 0.29% | 44 |
|
|
2023
Q4 | $873K | Buy |
25,920
+16,021
| +162% | +$539K | 0.35% | 37 |
|
|
2023
Q3 | $271K | Sell |
9,899
-374
| -4% | -$10.2K | 0.14% | 68 |
|
|
2023
Q2 | $295K | Sell |
10,273
-8
| -0.1% | -$230 | 0.14% | 70 |
|
|
2023
Q1 | $294K | Sell |
10,281
-86
| -0.8% | -$2.46K | 0.15% | 64 |
|
|
2022
Q4 | $343K | Sell |
10,367
-30
| -0.3% | -$994 | 0.2% | 57 |
|
|
2022
Q3 | $314K | Buy |
10,397
+923
| +10% | +$27.9K | 0.21% | 52 |
|
|
2022
Q2 | $295K | Buy |
9,474
+158
| +2% | +$4.92K | 0.19% | 58 |
|
|
2022
Q1 | $384K | Buy |
9,316
+307
| +3% | +$12.7K | 0.21% | 45 |
|
|
2021
Q4 | $401K | Sell |
9,009
-759
| -8% | -$33.8K | 0.2% | 44 |
|
|
2021
Q3 | $415K | Buy |
9,768
+44
| +0.5% | +$1.87K | 0.23% | 42 |
|
|
2021
Q2 | $401K | Buy |
9,724
+677
| +7% | +$27.9K | 0.23% | 43 |
|
|
2021
Q1 | $274K | Hold |
9,047
| – | – | 0.19% | 39 |
|
|
2020
Q4 | $274K | Buy |
+9,047
| New | +$274K | 0.18% | 40 |
|