Maltin 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 | $387K | Buy |
8,183
+812
| +11% | +$38.4K | 0.17% | 87 |
|
|
2025
Q1 | $308K | Buy |
7,371
+40
| +0.5% | +$1.67K | 0.14% | 100 |
|
|
2024
Q4 | $322K | Buy |
7,331
+27
| +0.4% | +$1.19K | 0.16% | 101 |
|
|
2024
Q3 | $290K | Buy |
7,304
+41
| +0.6% | +$1.63K | 0.14% | 100 |
|
|
2024
Q2 | $289K | Buy |
7,263
+40
| +0.6% | +$1.59K | 0.16% | 94 |
|
|
2024
Q1 | $274K | Buy |
7,223
+41
| +0.6% | +$1.56K | 0.15% | 100 |
|
|
2023
Q4 | $242K | Buy |
+7,182
| New | +$242K | 0.15% | 100 |
|
|
2023
Q3 | – | Sell |
-7,080
| Closed | -$203K | – | 111 |
|
|
2023
Q2 | $203K | Buy |
7,080
+49
| +0.7% | +$1.41K | 0.14% | 101 |
|
|
2023
Q1 | $201K | Buy |
7,031
+358
| +5% | +$10.2K | 0.15% | 100 |
|
|
2022
Q4 | $221K | Sell |
6,673
-20,288
| -75% | -$672K | 0.16% | 98 |
|
|
2022
Q3 | $814K | Buy |
26,961
+18,566
| +221% | +$561K | 0.64% | 56 |
|
|
2022
Q2 | $261K | Buy |
8,395
+48
| +0.6% | +$1.49K | 0.19% | 94 |
|
|
2022
Q1 | $344K | Sell |
8,347
-1,128
| -12% | -$46.5K | 0.23% | 87 |
|
|
2021
Q4 | $422K | Buy |
9,475
+730
| +8% | +$32.5K | 0.25% | 83 |
|
|
2021
Q3 | $371K | Buy |
8,745
+49
| +0.6% | +$2.08K | 0.23% | 79 |
|
|
2021
Q2 | $359K | Buy |
8,696
+45
| +0.5% | +$1.86K | 0.22% | 81 |
|
|
2021
Q1 | $335K | Buy |
8,651
+1,269
| +17% | +$49.1K | 0.22% | 80 |
|
|
2020
Q4 | $224K | Buy |
+7,382
| New | +$224K | 0.16% | 86 |
|
|
2020
Q1 | – | Sell |
-7,507
| Closed | -$264K | – | 82 |
|
|
2019
Q4 | $264K | Buy |
+7,507
| New | +$264K | 0.17% | 62 |
|