Marcum Wealth’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
Q1 | $1.59M | Sell |
37,984
-295
| -0.8% | -$12.3K | 0.14% | 78 |
|
|
2024
Q4 | $1.68M | Buy |
38,279
+1,333
| +4% | +$58.6K | 0.15% | 71 |
|
|
2024
Q3 | $1.47M | Sell |
36,946
-981
| -3% | -$38.9K | 0.14% | 79 |
|
|
2024
Q2 | $1.51M | Sell |
37,927
-1,860
| -5% | -$74K | 0.15% | 72 |
|
|
2024
Q1 | $1.51M | Sell |
39,787
-740
| -2% | -$28.1K | 0.15% | 71 |
|
|
2023
Q4 | $1.36M | Sell |
40,527
-5,667
| -12% | -$191K | 0.15% | 77 |
|
|
2023
Q3 | $1.26M | Buy |
46,194
+3,351
| +8% | +$91.8K | 0.15% | 74 |
|
|
2023
Q2 | $1.23M | Buy |
42,843
+4,809
| +13% | +$138K | 0.14% | 78 |
|
|
2023
Q1 | $1.09M | Sell |
38,034
-1,262
| -3% | -$36.1K | 0.14% | 87 |
|
|
2022
Q4 | $1.3M | Buy |
39,296
+45
| +0.1% | +$1.49K | 0.17% | 65 |
|
|
2022
Q3 | $1.19M | Buy |
39,251
+628
| +2% | +$19K | 0.18% | 64 |
|
|
2022
Q2 | $1.2M | Buy |
38,623
+3,196
| +9% | +$99.5K | 0.18% | 70 |
|
|
2022
Q1 | $1.46M | Buy |
35,427
+1,823
| +5% | +$75.1K | 0.2% | 67 |
|
|
2021
Q4 | $1.5M | Sell |
33,604
-1,254
| -4% | -$55.8K | 0.21% | 70 |
|
|
2021
Q3 | $1.48M | Buy |
34,858
+4,404
| +14% | +$187K | 0.23% | 60 |
|
|
2021
Q2 | $1.26M | Buy |
30,454
+1,063
| +4% | +$43.8K | 0.2% | 67 |
|
|
2021
Q1 | $1.14M | Buy |
29,391
+9,418
| +47% | +$364K | 0.19% | 72 |
|
|
2020
Q4 | $605K | Buy |
19,973
+1,322
| +7% | +$40K | 0.14% | 54 |
|
|
2020
Q3 | $449K | Buy |
18,651
+1,868
| +11% | +$45K | 0.14% | 55 |
|
|
2020
Q2 | $399K | Sell |
16,783
-3,243
| -16% | -$77.1K | 0.12% | 66 |
|
|
2020
Q1 | $425K | Buy |
20,026
+2,741
| +16% | +$58.2K | 0.16% | 42 |
|
|
2019
Q4 | $609K | Buy |
+17,285
| New | +$609K | 0.23% | 42 |
|