Meridian 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 | $1.78M | Buy |
37,717
+2,756
| +8% | +$130K | 0.08% | 219 |
|
|
2025
Q1 | $1.46M | Buy |
34,961
+3,185
| +10% | +$133K | 0.07% | 218 |
|
|
2024
Q4 | $1.4M | Buy |
31,776
+2,444
| +8% | +$107K | 0.07% | 230 |
|
|
2024
Q3 | $1.16M | Buy |
+29,332
| New | +$1.16M | 0.06% | 258 |
|
|
2024
Q2 | – | Sell |
-31,384
| Closed | -$1.19M | – | 313 |
|
|
2024
Q1 | $1.19M | Sell |
31,384
-1,716
| -5% | -$65.1K | 0.2% | 85 |
|
|
2023
Q4 | $1.11M | Sell |
33,100
-41,054
| -55% | -$1.38M | 0.07% | 240 |
|
|
2023
Q3 | $2.03M | Buy |
74,154
+32,847
| +80% | +$899K | 0.12% | 151 |
|
|
2023
Q2 | $1.19M | Buy |
41,307
+211
| +0.5% | +$6.05K | 0.1% | 171 |
|
|
2023
Q1 | $1.18M | Buy |
41,096
+699
| +2% | +$20K | 0.1% | 181 |
|
|
2022
Q4 | $1.34M | Sell |
40,397
-2,035
| -5% | -$67.4K | 0.13% | 154 |
|
|
2022
Q3 | $1.28M | Sell |
42,432
-22,101
| -34% | -$667K | 0.14% | 153 |
|
|
2022
Q2 | $2.01M | Buy |
64,533
+12,767
| +25% | +$397K | 0.16% | 147 |
|
|
2022
Q1 | $2.13M | Buy |
51,766
+15,325
| +42% | +$632K | 0.23% | 91 |
|
|
2021
Q4 | $1.62M | Buy |
36,441
+298
| +0.8% | +$13.3K | 0.17% | 112 |
|
|
2021
Q3 | $1.53M | Buy |
36,143
+1,886
| +6% | +$80K | 0.19% | 105 |
|
|
2021
Q2 | $1.41M | Sell |
34,257
-4,948
| -13% | -$204K | 0.18% | 111 |
|
|
2021
Q1 | $1.52M | Sell |
39,205
-3,885
| -9% | -$150K | 0.22% | 90 |
|
|
2020
Q4 | $1.31M | Sell |
43,090
-1,315
| -3% | -$39.9K | 0.21% | 94 |
|
|
2020
Q3 | $1.07M | Sell |
44,405
-23,984
| -35% | -$577K | 0.26% | 77 |
|
|
2020
Q2 | $1.62M | Sell |
68,389
-53,744
| -44% | -$1.28M | 0.54% | 38 |
|
|
2020
Q1 | $2.59M | Sell |
122,133
-44,386
| -27% | -$942K | 1.15% | 16 |
|
|
2019
Q4 | $5.86M | Buy |
166,519
+1,106
| +0.7% | +$38.9K | 2.82% | 8 |
|
|
2019
Q3 | $4.83M | Sell |
165,413
-1,931
| -1% | -$56.3K | 2.27% | 11 |
|
|
2019
Q2 | $48.5K | Sell |
167,344
-640
| -0.4% | -$186 | 1.96% | 12 |
|
|
2019
Q1 | $4.63M | Buy |
167,984
+5,003
| +3% | +$138K | 2.11% | 13 |
|
|
2018
Q4 | $4.02M | Sell |
162,981
-28,339
| -15% | -$698K | 2.37% | 11 |
|
|
2018
Q3 | $5.64M | Sell |
191,320
-4,079
| -2% | -$120K | 2.42% | 11 |
|
|
2018
Q2 | $5.51M | Sell |
195,399
-5,222
| -3% | -$147K | 2.59% | 10 |
|
|
2018
Q1 | $6.02M | Buy |
200,621
+52,049
| +35% | +$1.56M | 3% | 8 |
|
|
2017
Q4 | $3.78M | Buy |
148,572
+214
| +0.1% | +$5.44K | 2.33% | 11 |
|
|
2017
Q3 | $3.76M | Buy |
148,358
+10,706
| +8% | +$271K | 2.38% | 11 |
|
|
2017
Q2 | $3.34M | Buy |
137,652
+19,701
| +17% | +$478K | 2.12% | 13 |
|
|
2017
Q1 | $2.78M | Buy |
117,951
+96,320
| +445% | +$2.27M | 1.67% | 17 |
|
|
2016
Q4 | $479K | Buy |
+21,631
| New | +$479K | 0.38% | 64 |
|