Massachusetts 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 | $3.37M | Buy |
+71,237
| New | +$3.37M | 1.9% | 12 |
|
|
2025
Q1 | – | Sell |
-72,062
| Closed | -$3.17M | – | 89 |
|
|
2024
Q4 | $3.17M | Buy |
72,062
+2,400
| +3% | +$105K | 1.96% | 9 |
|
|
2024
Q3 | $2.76M | Sell |
69,662
-1,960
| -3% | -$77.8K | 1.74% | 16 |
|
|
2024
Q2 | $2.85M | Sell |
71,622
-350
| -0.5% | -$13.9K | 1.91% | 10 |
|
|
2024
Q1 | $2.73M | Buy |
71,972
+906
| +1% | +$34.4K | 1.92% | 12 |
|
|
2023
Q4 | $2.39M | Buy |
71,066
+680
| +1% | +$22.9K | 1.93% | 11 |
|
|
2023
Q3 | $1.93M | Sell |
70,386
-1,150
| -2% | -$31.5K | 1.77% | 15 |
|
|
2023
Q2 | $2.05M | Buy |
71,536
+1,350
| +2% | +$38.7K | 1.96% | 12 |
|
|
2023
Q1 | $2.01M | Sell |
70,186
-3,016
| -4% | -$86.3K | 2.07% | 12 |
|
|
2022
Q4 | $2.6M | Buy |
+73,202
| New | +$2.6M | 2.51% | 7 |
|